CSV Upload

Owned by PeterF (Deactivated)
Last updated: Feb 27, 2020 by Brett Sutton (Deactivated)
1 min read

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.

You can also use the CSV Upload to update existing leads using the system field njAction.

See: Updating Leads for more details.

See: 06.02. System Fields for details on a number of specialised fields that help you control how individual leads are imported.