Importing Historical Leads from a CSV
Migrate leads from another tool with a CSV upload of up to 5,000 rows.
When to use this
Use CSV import when you are migrating from another lead tool, moving an old spreadsheet into LeadToSheet, or backfilling historical leads so reports and routes start with existing data.
What's supported
- Up to 5,000 rows per file. Split larger imports across multiple uploads.
- Up to 5 MB per file.
- Auto-detected header row.
- Field-mapping preview before import.
- Original timestamp preservation when you map a date column to Submitted at.
Steps
- 1
Open Sources
Open the site in LeadToSheet, choose Sources, then click CSV Import.
- 2
Upload the file
Drag your CSV into the upload dialog, or click the Download sample link if you'd like a template to copy your columns into. LeadToSheet parses the file and previews the first 20 rows so you can sanity-check the parse before committing.
- 3
Confirm column mapping
LeadToSheet auto-maps common header names like Email Address and phone_number. Override anything that is wrong, or skip columns you do not want to import.
- 4
Decide on AI scoring
For files larger than 500 rows, AI scoring is off by default — you can re-trigger AI per row from the Leads page later if you need it on a particular historical lead.
- 5
Import
Click Import. Each row becomes a submission, deduplicated against existing submissions with identical fields. For smaller files you'll see a summary of how many rows were imported and how many duplicates were skipped right away; very large files finish in the background, so the count keeps climbing on the Leads page over the next minute or two.