Import Wizard
Choose what you are importing
Each record type has its own set of required fields.
Upload your file
CSV, XLS or XLSX up to 20 MB.
Drag & drop your file here
or browsefrom your computer
File options
Match your columns to CRM fields
Fields marked * are required. Columns set to Do not import are ignored.
5 of 6 columns mapped
| Column in file | Sample value | Maps to | CRM field |
|---|---|---|---|
| full_name | Marcus Whitfield | ||
| company_name | Northwind Logistics | ||
| email_address | m.whitfield@northwind.io | ||
| phone | +1 415 555 0134 | ||
| source | Webinar | ||
| notes | Requested pricing follow-up |
Review before importing
128 rows were read from your file.
121
Rows ready to import
5
Rows with warnings
2
Rows with errors
9
Possible duplicates
How should duplicates be handled?
Rows that need attention
| Row | Column | Value | Issue | Severity |
|---|---|---|---|---|
| 14 | email_address | marcus@ | Invalid email format | error |
| 27 | phone | (missing) | Phone number missing | warning |
| 41 | company_name | Halcyon Partners | Possible duplicate of existing company | warning |
| 58 | email_address | ellis.vandermeer | Invalid email format | error |
| 63 | source | trad-show | Unrecognised value, will import as-is | warning |
| 79 | full_name | (empty) | Required field missing | warning |
| 102 | email_address | priya@meridianhealth.com | Duplicate of existing lead | warning |