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Spreadsheet Import Center
Bring real data in — five quick steps.
1
Type2
Upload3
Map4
Preview5
DoneStep 1 · What are you importing?
Formatting guide · Leads
Upload a CSV file with one lead per row. First row must contain column headers.
Required
- •name
Recommended columns
namecompanystageopportunity_valuenext_follow_upnotesExample
name,company,stage,opportunity_value,next_follow_up,notes Jane Doe,Northwind,Qualified,5000,2026-07-15,Warm intro from partner
Imported rows will be attached to the currently selected business — Empire Academy. If your spreadsheet uses different column names, you can map them in Step 3 — the file is not rejected.