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1. Choose the right entry method
Open Leads and select Add lead. In Add New Lead, choose Add One Lead or Import a Spreadsheet.
For one person, enter First name, Last name, Email address, Phone number and ZIP code as applicable. Choose the services the person actually requested under What services are they interested in? Review the details before using Add Lead.
2. Prepare the expected spreadsheet columns
The import panel accepts .csv and .xlsx. Its instructions name six columns and identify the first three as required. Use the displayed column names to keep the file easy to check.
| Column | Required in the import instructions | Preparation |
|---|---|---|
| First Name | Yes | One person’s first name. |
| Last Name | Yes | The corresponding last name. |
| Yes | Review spelling and remove unintended spaces. | |
| Phone | No | Include only the intended person’s number. |
| Zip Code | No | Preserve leading zeros when working in a spreadsheet. |
| Services | No | Use the current template’s format and actual requested services. |
Use Download template in the product when available. Keep its headers and review its examples before adding your records.
3. Review the file before upload
| First Name | Last Name | |
|---|---|---|
| Maya | Brooks | maya.brooks@example.com |
This demonstrates the three required headers using a fictional address. It is not an import-tested file or a real client to contact.
- Keep one intended person per row.
- Check that required cells are present and match the correct person.
- Review repeated emails before uploading; do not assume how duplicates will be handled.
- Keep unrelated financial documents and sensitive notes out of the lead spreadsheet.
4. Check the file, then verify the result
Use the drop area or browse control to choose the file, then Check the file when enabled. Read the validation result and correct any reported rows before proceeding through the import action shown.
After completion, return to Leads, select All time and search for the intended people. Compare the records with your file, including names, emails and services. File selection and Check the file are earlier steps; the resulting records establish what was actually added.
If something looks wrong, keep the exact validation message and the relevant row number. Review existing records before uploading the same file again.
Common questions
Which columns are required?
The visible instructions identify First Name, Last Name and Email as required. Phone, Zip Code and Services are also named as expected columns.
Which file formats are accepted by the panel?
The panel lists CSV and XLSX.
Does Check the file mean the leads were imported?
No. Read its validation result, complete the actual import action, then inspect the resulting lead records.
Will duplicate emails be merged automatically?
Do not assume that. Review repeated emails before upload and follow the validation result for your file.
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