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Leads & pipeline

Import leads from a CSV

Answer: You can import leads by pasting a CSV or uploading a file. LeadFlow handles duplicates automatically, enforces your plan's lead limit, and verifies email addresses as part of the import.

Bring your existing lead list into LeadFlow by pasting CSV or uploading a file — with automatic duplicate handling, plan limits, and email verification built in.

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 automatically:

Example CSV
name,email,company,phone,status,source,tags
Ada Lovelace,ada@example.com,Analytical Engines,+1 555 0101,New,web,enterprise;warm
Grace Hopper,grace@example.com,Compilers Inc,,Contacted,referral,hot

Status values map to your pipeline stages, source to your source list, and tags can be separated with semicolons. Any columns you don't include are left empty on the resulting leads.

Pro tip: Not sure about the format? The import dialog includes a sample CSV you can copy and adapt — check the 'download sample' hint before pasting your own.

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, checks each email for duplicates, and verifies addresses.
  4. 4Read the summary you get back: how many imported, how many skipped as duplicates, how many failed, and how many verified.

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, so unverifiable or malformed emails are flagged instead of silently polluting your pipeline.
  • Deliverability protection: because verification runs at import time, subsequent broadcasts only ever reach addresses that are actually deliverable.

Next steps