Bulk Import
Map the columns once and walk away. It works through in the background five hundred rows at a time, and a comma separated file remembers where it stopped, so a restart carries on rather than making you upload the whole thing twice.
Importing 51,992 rows into leads
finished- First NamefirstNamerequired
- Last NamelastNamerequired
- E-mailemailalias
- Mobile #mobilePhonealias
- CompanycompanyNamealias
- Lead ScoreleadScorealias
- SourceleadSourcealias
- Acct Owner Initialsno match
Product figures from the platform’s own defaults - not customer averages
How it works.
Upload, map, look, then start
Headers are lowercased and stripped of punctuation, then matched against every field's name, its label and its known aliases. The automatic pass gives each target to the first header that claims it, and you correct the rest by hand before anything is written.
It runs behind you, in pieces
Rows are streamed rather than loaded and handled five hundred at a time. A comma separated run hands the queue back every minute and picks up from the byte it stopped on; a workbook goes through in one sitting.
A refusal is a line in a report
A row needs both a first and a last name; without either it is put aside. The first two thousand refusals are kept with their reason and download as a file carrying your original columns. Past that they are counted rather than listed.
You choose what an existing lead means
Skip it, update it from the file, or write the row regardless. Updating writes every cell that has something in it, so it does overwrite; what it will not do is blank out a value because your spreadsheet left that column empty, and it never touches tags or ownership.
One moment in every record.
Every record passes through the same seven. Bulk Import is the lit one, and everything either side of it is a different page in this category.
- 01Capture
how it arrives, and from where
- 02Shape
the fields and stages it carries
- 03Find
getting back to the right ones
- 04Work
what happens against it day to day
- 05Advance
moving it toward a decision
- 06Protect
who may see it, and staying clean
- 07Report
what the floor is judged on
The specifics.
7 facts- Formats
- Comma separated files and Excel workbooks. The dialog asks for twenty-five megabytes, the service accepts a hundred and twenty, and there is no row ceiling under that
- Mapping
- Sixty-eight standard fields plus your own, matched on name, label or alias
- Matching style
- Exact once case and punctuation are normalized, never approximate
- Picking up again
- A comma separated file resumes from its offset. A workbook begins at row one
- Duplicates
- Skip is what it does unless you say otherwise. Or update, or write regardless
- Set for the run
- Who the leads go to, and tags. Stage and source are not on the form at all
- Not screened
- Rows are not put through do-not-call checking as they land
What else writes to this record.
A record is worked by more than one part of the system at once. These are the ones that put something on it, or read it back.
More in Leads & Sales CRM
11 capabilitiesThe system of record the phone writes to directly - nothing to sync.
Each stage carries its own odds, so where a deal sits is already most of a forecast. Unlimited pipelines, seven seeded, every stage change written down.
Name the stages your floor actually argues about, color them and rate them hot, warm or cold. Six fixed categories keep last quarter comparable with this one.
Some of what you collect is not for everyone on the floor. Close a whole section once per profile instead of opening and shutting a hundred fields one by one.
Hand a list to a CRM role rather than a person and the question outlives whoever first asked it. A new hire opens the board instead of rebuilding it daily.
Ask the same question tomorrow and the list narrows the same way, because the server settles it. Eighteen operators, fitted to the kind of field they sit on.
Tick the rows and act on them now. A mixed selection never fails whole: the records you may not touch are skipped and counted, and the rest all go through.
Nobody writes this up. A field change keeps both readings, before and after, beside the notes, mail and tasks, so it still means something in six months.
Every exchange with this lead on one line: calls, voicemails, mail and text. A call lands on the right record by the number it reached, linked by nobody.
A thing owed, by a named person, by a date. At the hour you set it leaves the product to find them, rather than sitting in a list waiting to be spotted.
The rep two desks over cannot open the book you are working, and one BPO client never sees the next. Sixteen permissions, sharing rules across branches.
A number, a window, and somebody standing against it. Attainment is worked out from won deals and logged work as you open it, so nothing sits going stale.
The rest of the platform.
Five more categories, all on the same record and the same bill. Each card names three of its capabilities, so you can tell from here whether it is worth opening.
Leads & Sales CRM
See bulk import on your own floor.
Thirty minutes, your numbers and your data. We will set bulk import up live and you can decide from the thing itself rather than from this page.
14-day trial · no card · migration included