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Import leads from a file

Upload a CSV file with existing contacts, match its columns to your lead fields, and optionally add them to a campaign.

You can import contacts you already have, for example to recognise them as existing participants.

  1. On the Leads page, click Export / Import and open the Import tab ("Import leads from a CSV file.").
  2. Choose the separator your file uses with Select separator: Tab, Comma (,), Semicolon (;) or Pipe (|).
  3. Click Select CSV and choose your file.
  4. You see the first rows under Imported CSV. For each column, choose the lead field it belongs to, or Skip column.
  5. Turn on Skip the first row if the file has a header row.
  6. Click Import.

The import runs in the background. It may take a few moments before the leads appear in the list.

How leads are matched

Leads are matched on email address. If a lead with the same email exists, it is updated with the values from the file, instead of created twice. Map a column to the email field, so leads can be matched.

Import into a campaign

If you import from a campaign's Leads tab, the imported people are also added to that campaign's leads.

Good to know

  • The file must be a CSV (or text) file.
  • Empty rows are skipped.
  • Importing needs a role that is allowed to edit the audience.
  • Only import people you have the right to store and contact.

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