Open Leads, click Add, and choose Import Bulk. Upload your CSV file, match its columns to FlowForce fields, check the preview, and run the import. The file can be up to 10 MB.
Steps
- Go to Leads.
- Click Add, then Import Bulk. The Import leads page opens.
- Click New import, then Choose File and select your CSV file.
- Map: match each column in your file to a FlowForce field.
- Preview: check how your rows will import.
- Configure: choose your import settings and start the import.
The four steps are shown across the top of the page: Upload, Map, Preview and Configure.
Get your file ready
- Keep one lead per row, with column names in the first row.
- Include first name, last name and email columns, since those identify each lead.
- Save the file as CSV from Excel or Google Sheets, and keep it under 10 MB. For a larger list, split it into two files.
Check past imports
Click Import history at the top of the page to see imports you have already run.
If it did not work
The file will not upload. Check that it is a CSV and under 10 MB.
The columns do not match. On the Map step, choose the right FlowForce field for each column, and leave out columns you do not need.
Some leads are missing after the import. Open Import history and check the result, then look at your lead list filters.