Uploading Leads Using CSV

Modified on Thu, 10 Aug, 2023 at 1:04 PM

Navigate to:

1. Prepare data for uploading

I. In the leads tab, navigate to the 'Upload CSV button' and download CSV format

II. After downloading the sample format, open the format to add lead data.

About the columns:
1. Name, country_code, phone, email, and note: These need to be filled up according to lead data.

2. Agent_email: This should be a valid email of any agent already assigned to this project.

Mandatory fields in CSV: name, country_code, phone.

Note: Make sure the CSV you upload is in exactly the same format as the downloaded sample. Do not change the title of each column.

2. Upload CSV File

I. In the drop-down that appears, select Upload leads CSV.

II. Upload the CSV that you prepared with the lead details. Select the project, assign the leads as required, & then choose the Source & sub_source.

You can add the agent email ids against each lead while uploading the lead. Also if you want to distribute the leads equally among the agents then the agent email id can be left blank in the CSV and you can select the agents to who you want to assign these leads. The system in this case will distribute equally among the selected agents.

If everything went right, you should see this message that the upload was successful and leads have been added from the CSV.

The leads will now be visible in the destination you chose.

3. Errors

A few commonly encountered errors are:

CSV format is incompatible - mostly due to changes to the format
Duplicate leads - this happens when you're trying to upload leads already present in the system
Incorrect phone numbers or missing country codes.
You are trying to assign leads to an agent in a project where is he not added.

When the upload wasn't successful (for one or more leads), you can check the errors on the pop-up and rectify them as shown in the below screen recording.

You can download the CSV file having error leads or all leads that you were uploading to check and rectify the errors.

Alternatively, you can also skip the leads with errors and upload the rest of the leads.

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