Import leads from a CSV

Bulk-import leads from a spreadsheet with automatic field mapping.

Bring your spreadsheet of leads into Leadway in minutes, without manual data entry. Automatic field matching and duplicate detection mean your lead list stays clean and ready to work.

1

In Leads, click Import.

In Leads, click Import.

 

2

Pick your CSV file — headers map to Leadway fields automatically.

Choose your CSV file — headers are matched to Leadway fields automatically.

Leadway scans your headers and matches them to the right fields — you can adjust any mapping before confirming.

3

Set Assign owner — round-robin spreads leads across the team.

Pick how owners are assigned — round-robin spreads leads across the team.

 

Round-robin assignment ensures every team member gets a fair share of new leads.

 

4

Click Import — duplicates skip by email address.

Click Import — duplicates are skipped by email address.

 

Duplicate detection prevents the same lead from being imported twice, keeping your database accurate.

 

What's next

Your leads are now in the system and assigned to your team. Start reaching out, or set up automated workflows to nurture them while you focus on closing deals.

Leadway