Import leads from a CSV

If you already keep leads in a spreadsheet or another tool, the CSV import gets them into LeadFlow in one go. It lives behind the Import button on the Leads view and accepts either pasted text or a file upload.

Prepare your CSV

Your CSV should have a header row. The importer is forgiving about quoting (quoted fields with commas work fine) and maps familiar column names:

name,email,phone,company,jobTitle,source,status,value,notes
Ada Lovelace,ada@example.com,+1 555 0101,Analytical Engines,Engineer,Website,New,5000,Warm intro
Grace Hopper,grace@example.com,+1 555 0102,Compilers Inc,CTO,Referral,Contacted,12000,

Mapped columns are name, email, phone, company, jobTitle, source, status, value, and notes. A score column is ignored — new rows start at 0, then Pro recalc runs the 13 default rules. Tags are not imported. Status maps to your pipeline stages. Any column you omit is left empty.

Run the import

1. 1Open the Leads view and click Import.
2. 2Paste your CSV text or choose a file to upload.
3. 3Submit the import. LeadFlow parses every row, skips emails that already exist, and best-effort verifies new addresses when a verifier is configured.
4. 4Read the summary you get back: how many imported, how many skipped as duplicates, how many failed, and how many verified (best-effort).

Plan limits and verification

• Plan quota: your plan limits how many total leads you can hold — the importer checks this and reports it clearly if you'd exceed it.
• Email verification: imported addresses are verified in batches when a verifier is configured (best-effort). Without a verifier key, that step is a no-op.
• Send hygiene: sequences and broadcasts skip bounced, invalid, and unsubscribed addresses. That is not an inbox-placement guarantee.

Next steps

• Organize imported leads with filters and bulk actions.
• Verify a single email at any time.
• Route new leads through your pipeline.