[{"data":1,"prerenderedAt":178},["ShallowReactive",2],{"shell":3,"article:import-leads":33},{"mode":4,"siteUrl":5,"commit":6,"generatedAt":7,"counts":8,"searchIndex":13,"menu":14,"popularSearches":15,"topics":21},"publication","https:\u002F\u002Fhelp.getleadscore.ai","e0fd82cf1a","2026-11-05T20:23:28.761Z",{"guides":9,"paths":10,"drafts":11,"shots":12},131,8,0,153,"\u002F_search\u002Findex.a27024c5c2a1.json","\u002F_nav\u002Fmenu.42deedb43cb8.json",[16,17,18,19,20],"import contacts","follow up","text templates","call rotation","where are my meetings",[22,23,24,25,26,27,28,29,30,31,32],"getting-started","leads","import","follow-ups","email","calling","outreach","performance","account","settings","troubleshooting",{"id":34,"slug":34,"kind":35,"href":36,"icon":37,"title":38,"description":39,"level":40,"status":41,"verification":42,"reviewedAt":43,"videoStatus":44,"topic":45,"html":48,"toc":49,"shots":66,"related":117,"topicNext":157,"paths":158,"videos":164,"sidebar":165},"import-leads","guide","\u002Fguides\u002Fimport-leads","upload","Import a small list of leads","Prepare a compatible file, choose import settings and check where records appear.","beginner","published","browser-observed-read-only","2026-11-04","planned",{"slug":24,"title":46,"href":47},"Import and lead sources","\u002Ftopics\u002Fimport","\u003Cdiv class=\"intro\" data-section=\"intro\">\u003Cp>Use Import to bring an existing list into LeadScore and review its processing results. Start with 10–100 contacts so you can check the result before importing a larger list.\u003C\u002Fp>\u003Cp>You need access to the intended workspace and permission to import the records. A phone number is not a universal prerequisite: the entry screen says a file needs at least two of \u003Cstrong>Company, Name, Email, Phone, Website\u003C\u002Fstrong>. Choose fields appropriate to the data you are authorized to store. Sending email or making calls has additional prerequisites.\u003C\u002Fp>\u003C\u002Fdiv>\n\u003Csection class=\"section\" data-section=\"prepare-and-import\">\u003Ch2 id=\"prepare-and-import\">Prepare and import\u003C\u002Fh2>\u003Col class=\"steps\">\n\u003Cli>Choose \u003Cstrong>Import\u003C\u002Fstrong> in the product header. It is the last item in the header navigation.\u003C\u002Fli>\n\u003Cli>In \u003Cstrong>Upload\u003C\u002Fstrong>, review the supported formats: CSV, Excel \u003Ccode class=\"chip\">.xlsx\u003C\u002Fcode>, or a PDF containing tables. The screen permits up to 50 files; beginners should start with one small file. This is a file-count control, not a promise of processing capacity.\u003C\u002Fli>\n\u003Cli>Prepare clear column names. The app recognizes related labels such as “Full Name”, “E-mail”, “Telephone” and “Domain”. Review duplicates and the source of your records before selecting a file.\u003C\u002Fli>\n\u003Cli>Choose \u003Cstrong>Choose Files\u003C\u002Fstrong> or drag the file into the upload area. Follow \u003Cstrong>Upload → Tag & note → Process\u003C\u002Fstrong>.\u003C\u002Fli>\n\u003Cli>In \u003Cstrong>Configure Import\u003C\u002Fstrong>, review \u003Cstrong>Assign imported leads to\u003C\u002Fstrong>, \u003Cstrong>Tags\u003C\u002Fstrong>, \u003Cstrong>Notes\u003C\u002Fstrong>, \u003Cstrong>Lead stage\u003C\u002Fstrong> and \u003Cstrong>Lead status\u003C\u002Fstrong>. Notes apply to every lead in that import. Where owner mapping is available, values must uniquely match an active workspace user; unknown or duplicate names require review. Leave the optional existing-lead link unused unless that relationship is intended.\u003C\u002Fli>\n\u003Cli>Review the selected files and settings before choosing \u003Cstrong>Import 1 File\u003C\u002Fstrong> (the label changes with the file count). Importing can start processing and scoring; it is an operational action.\u003C\u002Fli>\n\u003Cli>Keep the page open while files upload. After an upload succeeds, processing continues in the background. Use \u003Cstrong>History\u003C\u002Fstrong> to review accepted files and processing results.\u003C\u002Fli>\n\u003C\u002Fol>\u003Cfigure class=\"shot\" data-shot-figure=\"import-upload\">\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"import-upload\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Import Leads Upload tab with a drag-and-drop area, Choose Files button, supported formats and the columns it looks for\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fimport-upload.jpg\" alt=\"Import Leads Upload tab with a drag-and-drop area, Choose Files button, supported formats and the columns it looks for\" width=\"1920\" height=\"873\" loading=\"lazy\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Upload tab of Import Leads, showing supported file types, the columns it looks for and the Choose Files button.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"import-upload\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"confirm-the-result\">\u003Ch2 id=\"confirm-the-result\">Confirm the result\u003C\u002Fh2>\u003Cp>An accepted upload does not prove every row imported or finished scoring. Review each file's progress, record counts and failures. Find a known record through \u003Cstrong>Leads\u003C\u002Fstrong> and check its fields, owner, tags and stage. A record may already have moved from Imported to Validated after successful processing; an empty Imported view alone is not evidence of data loss.\u003C\u002Fp>\u003Cp>If a file is rejected, check its format and at least two recognized columns. If an owner cannot be matched, resolve the specific ambiguous or inactive user before retrying affected rows. If processing is still running, check History rather than re-uploading the entire list. If the outcome is uncertain, retain the file and report the import reference through support without exposing contact data publicly.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Csection class=\"section\" data-section=\"related-learning\">\u003Ch2 id=\"related-learning\">Related learning\u003C\u002Fh2>\u003Cp>Continue with \u003Ca href=\"\u002Fguides\u002Fleads\">Leads\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Flead-record\">the lead record\u003C\u002Fa> and \u003Ca href=\"\u002Fguides\u002Ftasks\">tasks\u003C\u002Fa>. \u003Cstrong>Integration\u003C\u002Fstrong> and \u003Cstrong>Lead Sources\u003C\u002Fstrong> are separate Import sections for connected intake and source analysis; they are not needed for a first small spreadsheet.\u003C\u002Fp>\u003C\u002Fsection>\n\u003Cdetails class=\"accordion\" data-section=\"detailed-guides\">\u003Csummary>\u003Ch2 id=\"detailed-guides\">Detailed guides\u003C\u002Fh2>\u003Cspan class=\"acc-hint\">More guides\u003C\u002Fspan>\u003C\u002Fsummary>\u003Cdiv class=\"accordion-body\">\u003Cp>Continue with \u003Ca href=\"\u002Fguides\u002Fworkflow-import-history\">Import History\u003C\u002Fa>, \u003Ca href=\"\u002Fguides\u002Fworkflow-import-integration\">Integration intake\u003C\u002Fa>, and \u003Ca href=\"\u002Fguides\u002Fworkflow-import-lead-sources\">Lead Sources\u003C\u002Fa>. For one record, \u003Ca href=\"\u002Fguides\u002Fworkflow-manual-lead\">Manual lead entry\u003C\u002Fa> explains the separate save-and-research action. Use \u003Ca href=\"\u002Fguides\u002Factivity-monitor\">Activity Monitor\u003C\u002Fa> to inspect recorded background work without retrying it.\u003C\u002Fp>\u003C\u002Fdiv>\u003C\u002Fdetails>\n\u003Csection class=\"section\" data-section=\"screenshots\">\u003Ch2 id=\"screenshots\">Screenshots\u003C\u002Fh2>\u003Cfigure class=\"shot\" data-shot-figure=\"import-upload\">\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"import-upload\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Import Leads Upload tab with a drag-and-drop area, Choose Files button, supported formats and the columns it looks for\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fimport-upload.jpg\" alt=\"Import Leads Upload tab with a drag-and-drop area, Choose Files button, supported formats and the columns it looks for\" width=\"1920\" height=\"873\" loading=\"lazy\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>The Upload tab of Import Leads, showing supported file types, the columns it looks for and the Choose Files button.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"import-upload\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\u003Cfigure class=\"shot\" data-shot-figure=\"import-upload-desktop\">\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"import-upload-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Import Leads on the Upload step, with Upload, Tag & note and Process steps, a drop area and a Choose Files button\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fimport-upload-desktop.jpg\" alt=\"Import Leads on the Upload step, with Upload, Tag & note and Process steps, a drop area and a Choose Files button\" width=\"1920\" height=\"873\" loading=\"lazy\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>Import Leads on the Upload step, the first of three steps: Upload, Tag & note and Process.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"import-upload-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"import-upload-desktop\" data-view=\"numbered\">Numbered version\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\u003Cfigure class=\"shot\" data-shot-figure=\"import-upload-mobile\">\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"import-upload-mobile\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Import Leads on a phone, with the Upload step, a drop area, a Choose Files button and supported formats\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fimport-upload-mobile.jpg\" alt=\"Import Leads on a phone, with the Upload step, a drop area, a Choose Files button and supported formats\" width=\"390\" height=\"844\" loading=\"lazy\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>Import Leads on a phone, where you select Choose Files to pick a spreadsheet or PDF.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"import-upload-mobile\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"import-upload-mobile\" data-view=\"numbered\">Numbered version\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\u003Cfigure class=\"shot\" data-shot-figure=\"import-upload-small-desktop\">\u003Cbutton type=\"button\" class=\"shot-open\" data-shot=\"import-upload-small-desktop\" data-view=\"plain\" aria-label=\"Enlarge screenshot: Import Leads Upload step on a smaller laptop screen; the drop area and Choose Files button appear dimmed\">\u003Cimg src=\"\u002Fmedia\u002Fscreenshots\u002Fimport-upload-small-desktop.jpg\" alt=\"Import Leads Upload step on a smaller laptop screen; the drop area and Choose Files button appear dimmed\" width=\"1280\" height=\"800\" loading=\"lazy\" decoding=\"async\">\u003C\u002Fbutton>\u003Cfigcaption>Import Leads on a smaller laptop screen, with the drop area and Choose Files button shown dimmed.\u003C\u002Ffigcaption>\u003Cdiv class=\"shot-actions\">\u003Cbutton type=\"button\" class=\"shot-action\" data-shot=\"import-upload-small-desktop\" data-view=\"plain\">Enlarge\u003C\u002Fbutton>\u003C\u002Fdiv>\u003C\u002Ffigure>\u003C\u002Fsection>",[50,54,57,60,63],{"id":51,"text":52,"depth":53},"prepare-and-import","Prepare and import",2,{"id":55,"text":56,"depth":53},"confirm-the-result","Confirm the result",{"id":58,"text":59,"depth":53},"related-learning","Related learning",{"id":61,"text":62,"depth":53},"detailed-guides","Detailed guides",{"id":64,"text":65,"depth":53},"screenshots","Screenshots",{"import-upload":67,"import-upload-desktop":74,"import-upload-mobile":92,"import-upload-small-desktop":110},{"id":68,"src":69,"alt":70,"caption":71,"width":72,"height":73},"import-upload","\u002Fmedia\u002Fscreenshots\u002Fimport-upload.jpg","Import Leads Upload tab with a drag-and-drop area, Choose Files button, supported formats and the columns it looks for","The Upload tab of Import Leads, showing supported file types, the columns it looks for and the Choose Files button.",1920,873,{"id":75,"src":76,"alt":77,"caption":78,"width":72,"height":73,"annotated":79},"import-upload-desktop","\u002Fmedia\u002Fscreenshots\u002Fimport-upload-desktop.jpg","Import Leads on the Upload step, with Upload, Tag & note and Process steps, a drop area and a Choose Files button","Import Leads on the Upload step, the first of three steps: Upload, Tag & note and Process.",{"src":80,"width":81,"height":73,"title":82,"callouts":83},"\u002Fmedia\u002Fannotated\u002Fimport-upload-desktop-annotated.svg",2390,"Start an import",[84,87,89],{"number":85,"text":86},1,"Select Choose Files to pick a spreadsheet or PDF, or drag your files into the box.",{"number":53,"text":88},"An import has three steps: Upload, then Tag & note, then Process.",{"number":90,"text":91},3,"Your file needs at least two of these columns, such as Company and Email.",{"id":93,"src":94,"alt":95,"caption":96,"width":97,"height":98,"annotated":99},"import-upload-mobile","\u002Fmedia\u002Fscreenshots\u002Fimport-upload-mobile.jpg","Import Leads on a phone, with the Upload step, a drop area, a Choose Files button and supported formats","Import Leads on a phone, where you select Choose Files to pick a spreadsheet or PDF.",390,844,{"src":100,"width":101,"height":98,"title":102,"callouts":103},"\u002Fmedia\u002Fannotated\u002Fimport-upload-mobile-annotated.svg",860,"Import on a phone",[104,106,108],{"number":85,"text":105},"Tap the menu icon to move to another part of LeadScore.",{"number":53,"text":107},"Upload, Tag & note, and Process are the three import steps.",{"number":90,"text":109},"Tap Choose Files to pick a spreadsheet or PDF from your device.",{"id":111,"src":112,"alt":113,"caption":114,"width":115,"height":116},"import-upload-small-desktop","\u002Fmedia\u002Fscreenshots\u002Fimport-upload-small-desktop.jpg","Import Leads Upload step on a smaller laptop screen; the drop area and Choose Files button appear dimmed","Import Leads on a smaller laptop screen, with the drop area and Choose Files button shown dimmed.",1280,800,[118,124,130,137,144,151],{"slug":23,"title":119,"href":120,"icon":121,"description":122,"level":40,"productLocation":123},"Find and review leads","\u002Fguides\u002Fleads","users","Use the lead lists to find a record, understand its lifecycle, and open its details before deciding what to do next. You need a signed-in workspace and access…","Leads",{"slug":125,"title":126,"href":127,"icon":121,"description":128,"level":40,"productLocation":129},"lead-record","Work with a lead record","\u002Fguides\u002Flead-record","The lead drawer brings a record's details and history into the page where you are already working. Leads, Pipeline, and Calendar can open this shared panel. A…","Leads → open a lead",{"slug":131,"title":132,"href":133,"icon":134,"description":135,"level":40,"productLocation":136},"tasks","Manage follow-up tasks","\u002Fguides\u002Ftasks","calendar-check","Tasks gives the team a shared place to review assignments, due dates, and progress. You need access to the task area and the relevant workspace records. Task…","Task",{"slug":138,"title":139,"href":140,"icon":37,"description":141,"level":142,"productLocation":143},"workflow-import-history","Read import history and recovery status","\u002Fguides\u002Fworkflow-import-history","Import History tracks uploaded files and their processing results. You need access to Import and the current workspace. Reviewing history is separate from…","intermediate","Import → History",{"slug":145,"title":146,"href":147,"icon":37,"description":148,"level":149,"productLocation":150},"workflow-import-integration","Review inbound lead integration setup","\u002Fguides\u002Fworkflow-import-integration","The Import page's Integration tab describes inbound lead intake and a manual connected-app sync. You need authorized access to Import and control over the…","advanced","Import → Integration",{"slug":152,"title":153,"href":154,"icon":37,"description":155,"level":142,"productLocation":156},"workflow-import-lead-sources","Compare lead sources accurately","\u002Fguides\u002Fworkflow-import-lead-sources","Lead Sources groups leads by recorded source and campaign so you can compare their outcomes. You need access to Import and the current workspace's reporting…","Import → Lead Sources",{"slug":138,"title":139,"href":140},[159],{"slug":160,"title":161,"href":162,"letter":163},"a-small-list-beginner","A — Learn a small-list workflow","\u002Flearn\u002Fa-small-list-beginner","A",[],{"title":46,"href":47,"groups":166},[167],{"title":168,"items":169},null,[170,171,172,173,174],{"label":38,"href":36,"slug":34},{"label":139,"href":140,"slug":138},{"label":153,"href":154,"slug":152},{"label":146,"href":147,"slug":145},{"label":175,"href":176,"slug":177},"Identify an event attendee safely","\u002Fguides\u002Fevent-scanner","event-scanner",1793910213571]