Importing existing Contacts
Overview
InLeads allows you to seamlessly import your existing contact data into the platform. By importing contacts as CSV file, you can quickly populate your InLeads database and start tracking leads and sales
Preparing Your CSV File
Before you begin the import process, ensure your CSV file is formatted correctly:
Column Headers: Use clear and consistent column headers that match the fields available in InLeads (e.g., Name, Email, Phone, Company, etc.).
Data Consistency: Verify that the data in each column is accurate and consistent.
Encoding: Use UTF-8 encoding for your CSV file.
Importing Your Data
Navigate to the Import Page: Log in to your InLeads account and locate the "Import Data" or "Import Contacts" section.
Select CSV File: Click the "Choose File" or "Upload CSV" button to select the CSV file from your computer.
Map Fields: InLeads will attempt to automatically map your CSV columns to the corresponding fields in the platform. Review the mappings carefully and make any necessary adjustments.
Start Import: Once the field mappings are correct, click the "Import" button to initiate the import process.
Review Import Results: After the import is complete, InLeads will provide a summary of the imported data, including the number of successful and failed records.
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