Import leads from Excel, CSV or a Meta form

What changed

Instead of entering leads one by one, you can import them from a file. Upload an Excel (.xlsx) or CSV file, including the Meta lead form export you download from Facebook and Instagram ads. Columns are matched to fields such as name, phone, email and source based on their headers; you can change the mapping and also import columns into your custom fields. Before importing, the preview shows how many new leads will be created.

No new record is created for people whose phone number or email is already saved: the existing record’s name, contact details and source stay the same, and only its empty custom fields are filled from the file. Rows repeated in the file are skipped. Sources in a Meta export are written as Instagram or Facebook, and the application date from the file is kept. Values that do not match a selection list’s options are not lost; they are added to the person’s note. You can set a common source and campaign name for everything imported and assign an owner.

Limits: the file can be at most 10 MB and at most 5,000 rows per import. The file must have a phone or email column.

Your data: your company is the data controller for the people in the file; informing them and, where required, obtaining their consent is your responsibility. Details: Data processing.

Who it is for

Plans: Starter and above. Members with permission to create leads can use it.

How to use it

In the panel, open the Leads page, press “İçe aktar” (Import), choose the file, check the column mapping and defaults, and import.