Import Leads 

Hint

This section is part of the Data Import concept guide topic that provides guidelines on import operations in Oro applications.

Following the steps below, you can import the bulk details of updated or processed lead information in the .csv format.

  1. In the main menu, navigate to Sales > Leads.

  2. Click Import File on the top right.

  3. In the Import dialog, click Choose File, select the .csv file you prepared, and then click Import File.

Note

Ensure that your .csv file is saved in the Unicode (UTF-8) encoding. Otherwise, the content of the file can be rendered improperly.

The steps you need to take to import leads

  1. Click Download Import Template to download a sample .csv file with the necessary headers.

  2. Prepare data for import: Create your bulk information in the .csv format based on the downloaded file. Once your file is ready, click Choose File, select the prepared comma-separated values (.csv) file, and click Import File.

  3. Validate import results: Click Validate to check your import results. If there are any Records with errors, fix them in the .csv file before starting the import.

  4. Launch import: After successful validation, click Import File.

  5. Click Cancel to decline the import.

Important

Interactive status messages inform about the import progress, and once the import is complete, the changes are reflected in the list upon refresh. An email message with the import status is also delivered to your mailbox.

Example of leads bulk import template

ID

Lead Name

Name prefix

First name

Last Name

Status Id

Company name

Address 1 Label

Twitter

LinkedIn

Owner Username

111

Gov Mart

Mr

Jerry

Coleman

new

Gov Mart

Primary Address

@Jerry

LinkedInID

Jerry