Bulk Import
A file, mapped once and then worked through in the background five hundred rows at a time. A comma separated one keeps its place by byte offset, so a restart carries on rather than starting the whole thing again.
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 towards 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 normalised, 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
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Sort the fields you add into named sections with their own colour, order and table visibility, then grant or withhold a whole section per permission profile.
Columns, sorts, filters and layout save together and hand to a CRM role, so a new starter opens the same board instead of rebuilding it every morning.
Eighteen type-aware operators, a trigram search across seven columns, and a straight account of where a custom-field filter is resolved and what it costs.
Tick rows and reassign, export, delete or enrol them at once, filtered per record by permission, so a mixed selection returns a verdict per row.
Every field change on a record with both values, beside the notes, mail, tasks and deal links against it, assembled as it happens rather than typed up later.
Calls, voicemails, emails and texts merged into one chronological history per lead, attached by the number they reached, with duration and the wrap-up code.
Tasks with assignees, reminders, comments and templates, raised by hand or by a sequence, and the only CRM object that leaves the app to find someone.
A role tree, sixteen org-level flags, per-entity CRUD and sharing rules across branches - so a BPO runs several clients on one tenant, safely.
Ten measures over six windows, with attainment read from won deals and logged work the moment you open the target rather than filed by hand or overnight.
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