Lead source · CSV import
Bring your existing list. Duplicates merge instead of doubling.
Moving from a spreadsheet or another CRM? Upload the export: common column names — name, mobile, phone, email, company, product, country — are detected automatically, and rows that match an existing lead by phone or email merge into it.
- 01
CSV file
Bring contacts from your spreadsheet or CRM
- 02
Column detection
Match common fields and merge existing identities
- 03
Import summary
Review created, merged and skipped rows
Before you connect
What you need ready.
- A CSV export with a header row
- Contact fields that can identify a lead
- A reviewed source list you are authorised to store and contact
In your workspace
What this connection makes possible.
An import never messages anyone by itself. Reaching an imported list is a campaign you start on purpose, with approved templates for anyone outside the 24-hour window.
- Column detection for common CRM and marketplace exports
- Merging by phone and email, including within the same file
- A source column becomes a tag, so each list can be targeted later
- Import history showing the batch each lead came from
- Export back to CSV at any time — your data is never locked in
- Imports never trigger outreach on their own
Connect & verify
Set it up, one step at a time.
- 01
Export from where the leads are now
Any CSV with a header row works; the columns above are recognised by name.
- 02
Upload
Import → choose the file. The summary shows how many leads were created, merged or skipped.
- 03
Start a campaign when ready
Campaigns → New, filtered to the leads you just imported.
Check the whole connection
Check the import summary and a sample of the resulting lead records before preparing any outreach.
FAQ
CSV import questions
Will importing send messages?
No. Imported leads wait for a campaign you review and start. Live-source first contact is a separate flow that depends on eligibility and your outreach settings.
Can AI agents import leads too?
Yes. The MCP server has an import tool, so Claude or another MCP client can add a list you give it, with the same merging rules.
Build the rest of your workflow
Make it your own
Connect CSV import to your workspace.
Start with the installation guide, or get help connecting your own accounts.