Bulk Import
Map the Columns Once. Then Get Back to Calling.Import leads into CRM from a CSV or Excel file, with duplicates caught on the way in.
Upload a CSV or Excel file and columns find their field on their own, by name, label or alias. Fix the rest, choose what happens to leads you already have, and start. The import runs in the background, 500 rows at a time, and any rows it can’t take come back in a report.
- CSV and Excel
- No row limit
- Duplicates caught on import
How it works
- Upload your fileA CSV or an Excel workbook
- Columns map themselvesBy name, label or alias; you fix the rest
- Duplicates checkedBy email, then phone, 500 rows at a time
- Row set asideListed in a report with the reasonLead createdAssigned and tagged as you chose
Your Whole List In. No Babysitting.
Headers are matched to 68 standard fields and your own, by name, label or alias. You only fix what is left.
The import runs in the background in batches of 500 rows, so you can keep working while it does.
A CSV import carries on from the point it reached, instead of making you upload the whole file again.
Rows missing a first or last name are set aside with the reason, in a file with your original columns.
Your List Imported in Three Steps.
Upload and Map
Upload a CSV or Excel file. Headers match fields by name, label or alias, and you fix the rest before anything is written.
Choose the Rules
Pick who the leads go to and which tags they get, then decide what happens to leads you already have.
Start and Keep Working
It runs in the background, 500 rows at a time. Download the error report when it is done.
Three Ways to Handle a Lead You Already Have.
Matches are found by email, then phone. You choose what a match means for each import.
The default. Rows that match an existing lead are left out.
Writes every filled cell onto the existing lead. Empty cells never blank a value, and tags and owner are left alone.
Writes the row as a new lead even if it matches one you have.
How to Import Leads into CRM and Trust What Lands.
A CRM data import moves your leads from a spreadsheet into the CRM, matching each column to a field. In Adoptiv you import leads into CRM from a CSV import or an Excel workbook, and duplicates are caught by email and phone on the way in.
You map spreadsheet columns once. Headers are cleaned of case and punctuation, then matched exactly against 68 standard fields and your custom fields by name, label or known alias. Anything left unmatched you set by hand before a single row is written.
Then it runs in the background, 500 rows at a time, so a bulk lead upload never ties up your screen. If a CSV run stops, it picks up where it was; an Excel workbook starts again from row one. A row needs a first and a last name, and the import error report lists the first 2,000 rejected rows with the reason, in your original columns.
Each batch is checked for duplicates by email, then phone. Skip them, which is the default, or update existing leads from a spreadsheet: filled cells overwrite, empty ones never blank a value, and tags and owner stay put. Rows aren’t screened against do-not-call lists as they land; the auto dialer checks every number before it dials.
Everything a Big Import Needs to Go Right.
Comma-separated files and Excel workbooks, with no row limit.
Headers match 68 standard fields and your own by name, label or alias.
Rows handled 500 at a time while you get on with your day.
A stopped CSV run picks up from where it was, not from the top.
Refresh records from a file without blanking values or touching tags and owner.
The first 2,000 rejected rows, with reasons, in your original columns.
Choose who the leads go to and how they are tagged, for the whole file.
For Teams That Live on Lists.
Adoptiv Import vs a Basic CSV Upload.
| What | A basic CSV upload | With Adoptiv |
|---|---|---|
| Column mapping | A basic CSV upload: Every column matched by hand | With Adoptiv: Columns match on name, label or alias |
| Large files | A basic CSV upload: One long upload that has to finish in one go | With Adoptiv: Runs in the background, 500 rows at a time |
| A run that stops | A basic CSV upload: Upload the whole file again | With Adoptiv: A CSV run picks up where it stopped |
| Duplicates | A basic CSV upload: Cleaned up after the fact | With Adoptiv: Caught by email and phone before writing |
| Rejected rows | A basic CSV upload: Missing, with no reason given | With Adoptiv: Listed with reasons in a downloadable file |
| Do-not-call screening | A basic CSV upload: A separate scrub before upload | With Adoptiv: Screened after import, with the answer on each lead |
Bulk Import Questions, Answered.
How do I import leads into a CRM?
Upload a CSV or Excel file, check how the columns map to fields, choose what to do with leads you already have, and start. In Adoptiv the import then runs in the background.
What file types can I import?
CSV files and Excel workbooks. There is no row limit; the only cap is on file size.
What happens to duplicates during an import?
Each row is checked against your leads by email, then phone. Duplicates are skipped by default, or you can update the existing lead from the file, or add the row anyway.
Are imported numbers checked against Do Not Call?
Yes. When an import finishes, its numbers are queued for screening against the federal Do Not Call registry and the known-litigator list, and the answer is saved on each lead. Checks are billed per lookup.
What does a row need to be imported?
A first name and a last name. Rows without either are set aside and listed in an error report you can download.
Can I import an Excel file into the CRM?
Yes. Excel workbooks and CSV files both work. A stopped CSV import resumes where it was; a workbook starts again from row one.
Does updating existing leads overwrite my data?
It writes every cell that has a value, so yes, filled cells overwrite. It never blanks a value because a column is empty, and it never changes tags or the owner.
How many rows can I import at once?
There is no row limit; the only cap is on file size. Rows are processed 500 at a time in the background.
What happens to rows that fail?
They are set aside, not lost. The first 2,000 are listed with their reason in a file that keeps your original columns, so you can fix them and import again. Past that, they are counted.
Still have a question? A real person replies in under 60 seconds in US business hours. Talk to our team →
14-day free trial
Bring Your List in Today.
Import your spreadsheet in the free trial and start calling. Free for 14 days, no credit card.
14-day trial · no card · migration included