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Upload Source Data
Import client and lead data in bulk using CSV, Excel, ODS, or PDF files
Upload Instructions
Supported Formats: CSV (.csv), Excel (.xlsx, .xls), LibreOffice Calc (.ods), and PDF (.pdf)
File Size Limit: Maximum 5MB per file
Important:
- First row must contain column headers
- Use exact column names as specified in the templates below
- All required fields must be populated
- Duplicate entries will be skipped
- Data will be validated before import
Client Data
Use this to: Upload existing client information that you want to convert to this CRM.
Best for: Migrating from another system or adding multiple clients at once.
Required Fields: Name, Email, Phone, Business Type, Industry
Lead Data
Use this to: Upload prospect information for leads that are not yet clients.
Best for: Adding bulk leads from marketing campaigns or databases.
Required Fields: Name, Email, Phone, Lead Status
Upload Client Data
Upload Lead Data
Field Mapping Reference
Client Data Fields
| Column Name | Description | Type | Required |
|---|---|---|---|
| name | Client full name | Text | |
| Email address | |||
| phone | Primary phone number | Text | |
| businessType | B2B, B2C, Startup, Enterprise | Text | |
| industry | Technology, Finance, Healthcare, Retail, Manufacturing, Other | Text | |
| altPhone | Alternative phone number | Text | |
| address | Residential/primary address | Text | |
| spouseName, childrenNames, beneficiaries | Family information (use semicolon to separate multiple) | Text |
Lead Data Fields
| Column Name | Description | Type | Required |
|---|---|---|---|
| name | Lead name | Text | |
| Email address | |||
| phone | Phone number | Text | |
| leadStatus | New, Qualified, Interested, Negotiating, Converted, Lost | Text | |
| company | Company name | Text | |
| leadSource | Where lead came from (Website, Referral, etc.) | Text | |
| notes | Additional information about the lead | Text |
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