CRM Leads Import Template Guide

Modified on Wed, 29 Jul at 5:18 PM

Overview

The CRM Leads Import allows users to create multiple leads by uploading an Excel spreadsheet. To complete the import successfully, the workbook must follow the required column order, field limits, and validation rules outlined below.

The importer maps information based on each column’s position, not the column header name. The user should not add, remove, or rearrange columns in the template.

Download the Template

Use the following template attached bellow for preparing leads for import:

File Requirements

The import file must meet the following requirements:

Supported file types: .xlsx
Maximum file size: 5 MB
Use the first worksheet in the workbook
Row 1 must contain the column headers
Lead data must begin on row 2
The file must contain exactly 18 columns in the expected order
The user should not add, remove, or rearrange columns in the template.

All fields should be imported as text. Phone numbers, ZIP codes, extensions, and PO boxes can be formatted as Text in Excel to preserve leading zeros and prevent Excel from changing the values.

Expected Column Layout

Column	Template Header	Required	Maximum Length	Requirements
A	Company Name	No	255	Recommended for identifying the lead.
B	Phone	Conditional	50	Either Phone or Company Email must be provided.
C	Company Email	Conditional	50	Either Phone or Company Email must be provided. Must contain a valid email address when populated.
D	Website	No	100	Enter the company website, when applicable.
E	Company Address	No	125	Company street address.
F	Country	No	100
G	City	No	100	Company city.
H	StateProvince	No	100	State, province, or regional information.
I	ZipCode	Yes	50	A ZIP or postal code is required for every row.
J	PoBox	No	100	Format as Text to preserve the original value.
K	ContactName	No	50	Used with Company Name for duplicate checking.
L	ContactPosition	No	50	The contact’s position or job title.
M	ContactPhone	No	50	This field does not satisfy the Phone or Company Email requirement.
N	ContactExtention	No	50	The contact’s phone extension.
O	ContactCelphone	No	50	The contact’s mobile or cell phone number.
P	ContactFax	No	50	The contact’s fax number.
Q	ContactPager	No	50	Imported into the lead’s Additional Phone Number field.
R	ContactEmail	No	50	The contact’s email address.

Required Fields

Each imported row must include:

A ZIP Code
Either a Company Phone or Company Email

The following condition will cause the import to fail:

Company Phone is blank and Company Email is blank
Or ZIP Code is blank

Contact Phone and Contact Email do not replace the Company Phone or Company Email requirement.

Valid example

Duplicate Lead Validation

The importer checks for existing leads using the following combination:

Company Name + Contact Name

When both fields are populated and the same combination already exists in CRM, the upload may fail.

Before importing, review the file for:

Duplicate Company Name and Contact Name combinations within the workbook
Leads that may already exist in CRM
Leading or trailing spaces that could affect duplicate comparisons

Company Name by itself is not used for this duplicate check. Contact Name by itself is also not used.

Importing the File

Open CRM.
Navigate to Leads.
Select Import Leads.
Select the file.
Select the required Lead Source.
Select an Assigned User
Click Upload.
Review the imported leads after the upload completes.

Troubleshooting Import Errors

When the system displays an error asking you to review the file, check the following items:

Every row contains a ZIP Code
Every row contains either a Company Phone or Company Email
Company Email values contain valid email addresses
No field exceeds its maximum length
Email addresses are 50 characters or fewer
The workbook contains exactly 18 columns
Columns have not been rearranged
There are no blank formatted rows after the data
Country names do not contain extra spaces
Company Name and Contact Name combinations do not already exist

Because an invalid row can cause the entire upload to fail, correcting or removing the affected row may be necessary before retrying the import.

Attachments (1)

xlsx

Leads Import Template.xlsx
16.6 KB