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CSV Upload

Select the CSV file to upload by clicking the 'Browse' button.

If this is your first import please read the section on 03.01. Preparing Leads to ensure that your CSV file meets the import requirements.

At a minimum the CSV file must meet the following requirements:

  • The CSV file MUST include a header row as the first row in the file. The header row MUST contain a unique field name (column label) for each column.
  • If a Field name contains a 'space' then the space will be converted to an underscore ('_').
  • All phone numbers require area code irrespective of where the call is being made from.
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