How to Import Customers via CSV

The customer import tool allows you to add or update many customers at once using a CSV file.

Step 1: Prepare Your CSV File

1. Download the Template: On the Customers page, click the Import button, then click "Download CSV Template". This gives you a file with the correct headers.
2. Fill in Your Data: Open the template in a spreadsheet program (like Excel, Google Sheets, or Numbers) and add your customer data.
   • Required Columns: name and phone.
   • Phone Number Format: Must be in international format with the country code (e.g., +14155552671). Do not use spaces, dashes, or parentheses.
   • Tags Column: To add multiple tags to one customer, separate them with a pipe character (|). For example: VIP|Follow Up|New Lead.
3. Save as CSV: Export your completed spreadsheet as a CSV file.

Step 2: Upload and Map Columns

1. Upload the File: On the Import modal, drag and drop your CSV file or click to select it.

2. Map Your Columns: The app will try to automatically match the columns in your file to the fields in LeadClose. Review these mappings. If a column from your CSV wasn't matched correctly, use the dropdown menu to select the correct LeadClose field. You can also choose to "Ignore this column".

   

3. Click "Continue to Review".

Step 3: Review and Confirm

1. Handle Duplicates: Choose what to do if a customer in your file (matched by phone or email) already exists in LeadClose.
   • Skip: Do not import that row and keep the existing customer data as is.
   • Update: Overwrite the existing customer's data with the information from your CSV file.
2. Add Global Tags: You can add one or more tags to every single customer being imported from this file.
3. Review Data: The system will show you a preview of valid rows that are ready for import and a list of any invalid rows that will be skipped. Invalid rows often have issues like missing names/phones or incorrectly formatted data.
4. Start the Import: If everything looks correct, click the "Import X Customers" button.

The import will process in the background. You will receive an in-app notification when it's complete.