How to import leads using an .CSV file?

How to import leads using an .CSV file?

When the sales team receives a large number of leads, manually adding the leads one after another will be a tedious task. So, Kylas CRM provides the option to upload the leads in Bulk using an .CSV file. This article covers the steps for uploading leads in bulk to the system from a CSV file.

Prerequisites

  1. Permissions:  Any user with access to Create a Lead.
  2. Product Plans: All
  3. Activities to be Completed: None
  4. Prepare CSV for Import: Phone numbers should start with country code. e.g.(+91) and it should be in text or custom field and the Owner field is mandatory, hence use your/users email address used in Kylas CRM as a user.

Steps

Step 1
Click on the Data Management option in the Setting dashboard. Click on the Import data option.
On the top right corner of the page click on Import.










Step 2

In the screen which follows step 1, Select Lead and mark the check box next to terms and conditions and click on Getting Started.




Step 3
Click on the Select file option and select your CSV file with the list of leads, from your device and click the Upload button.


Check box- 'My file has headers' if the first row of the file is column names.

Step 4
Map the field in the CSV file with the CRM fields by selecting the fields from the drop-down box, placed above each column of the CSV file. Click on the Next button once the mapping is done.



Step 5
Specify the actions to be taken with the duplicate entry on the next screen.



If the uniqueness rule for Leads has not been set, the user will see a screen as shown below.



Step 6
​
Review the choices made in each step and then click on import data.




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