Bring in leads from Excel

If you keep your leads in Excel or Google Sheets, you can bring them all into LeadCRM in a few minutes. Nothing is saved until you check the columns and press the button.

Before you start

• Use an .xlsx or .csv file with one lead per row. Old .xls files don't work: in Excel choose File → Save As and pick Excel Workbook (.xlsx) or CSV. From Google Sheets, download as .xlsx or .csv.
• Up to 10,000 rows and 10 MB per file. For an Excel file, only the first sheet is read.
• Every row needs a name. Phone numbers can be in any Indian format. Amounts like ₹4,20,000, 4.2 L, 1.25 Cr or 85K are understood.

Steps

1. 1Step 1: Go to Leads, tap Import / Export (on a phone, the download icon at the top), then Import from an Excel or CSV file.
2. 2Step 2: Tap Choose a file and pick your file.
3. 3Step 3: Check The first row has column titles if your first row has headings like Name and Mobile.
4. 4Step 4: Above each column, check where it goes. Columns like Name, Mobile, Email, Company, City, Requirement, Budget, Source and Tags are matched for you. Columns named like one of your own fields go into that field. Choose Leave out for columns you don't need.
5. 5Step 5: Look at the Check column to see which rows will be added and which will be left out.
6. 6Step 6: Under Who looks after the new leads, choose yourself, Share them out the usual way (your team's rules), or Leave unassigned.
7. 7Step 7: Pick Where these leads came from. This is used when a row has no source.
8. 8Step 8: Tick Add a "First call" follow-up to each new lead if you want them all in Today as due now.
9. 9Step 9: Tap Add with the number of leads.

After the import

You see how many were added, how many were Already here, and how many Rows left out. A row is left out when it has no name or its value is not an amount. Tap Download these rows to fix them and try again.

A row whose phone number or email is already a lead does not make a second lead. That lead gets an "enquired again" entry instead. See Duplicates and repeat enquiries.