Importing Leads

Import leads in bulk from CSV files to quickly populate your pipeline.

CSV Import

Starting an Import

1. Navigate to CRM → Leads
2. Click Import button
3. Select Import from CSV

Preparing Your CSV

Before importing, ensure your CSV file:

• Has headers in the first row
• Uses UTF-8 encoding
• Has consistent data format
• Contains no empty rows

Supported Columns

Column	Description	Required
name	Full name	Recommended
first_name	First name	No
last_name	Last name	No
email	Email address	Recommended
phone	Phone number	No
company	Company name	No
title / job_title	Job title	No
location	Geographic location	No
industry	Industry sector	No
website	Company website	No
linkedin_url	LinkedIn profile URL	No

Sample CSV Format

name,email,company,title,phone,location
John Smith,john@acme.com,Acme Inc,CEO,+1234567890,New York
Jane Doe,jane@techco.com,TechCo,CTO,+0987654321,San Francisco

Import Wizard

Step 1: Upload File

1. Drag and drop your CSV file
2. Or click to browse and select
3. File is validated automatically

Step 2: Map Columns

Match your CSV columns to GetRaze fields:

1. Review detected columns
2. Select the corresponding GetRaze field
3. Or skip columns you don't need

Column Mapping Interface:

Your Column	GetRaze Field
Nome	→ Name
E-mail	→ Email
Empresa	→ Company
Cargo	→ Title

TIP

GetRaze auto-detects common column names. Review mappings before proceeding.

Step 3: Preview

Review the data before importing:

• See how data will appear
• Check for formatting issues
• Verify column mappings
• Note any warnings

Step 4: Import

1. Click Import
2. Wait for processing
3. Review results

Import Results

After import, you'll see:

Metric	Description
Total Rows	Lines in your CSV
Imported	Successfully added
Duplicates	Already exist (skipped)
Errors	Rows that couldn't be imported

Handling Duplicates

GetRaze detects duplicates by:

• Email address (primary)
• Phone number (secondary)
• Name + Company (fallback)

Duplicate behavior:

• Existing leads are not overwritten
• Duplicates are counted but skipped
• You can export duplicates for review

Handling Errors

Common import errors:

Error	Cause	Solution
Invalid email	Email format wrong	Fix email format
Missing required	Required field empty	Add missing data
Encoding issue	Non-UTF8 characters	Save as UTF-8
Too many columns	Malformed CSV	Check CSV structure

Import to Contact Lists

Import directly to a contact list:

1. Go to Activation → Contact Lists
2. Click Import CSV
3. Select or create a list
4. Follow the import wizard

This adds contacts to both:

• Your lead database
• The selected contact list

Best Practices

Before Importing

Clean your data:

• Remove empty rows
• Fix obvious typos
• Standardize formats
• Remove test entries

Verify email addresses:

• Check for valid format
• Remove bounced addresses
• Consider email verification service

Standardize fields:

• Consistent naming
• Consistent phone format
• Proper capitalization

During Import

Start small:

• Test with 10-20 rows first
• Verify data appears correctly
• Then import full file

Map carefully:

• Double-check mappings
• Use preview to verify
• Skip unnecessary columns

After Import

Verify data:

• Spot-check imported leads
• Verify key fields populated
• Check for unexpected values

Organize:

• Add tags for import batch
• Assign to appropriate stage
• Set up follow-up tasks

Large Imports

For files over 1,000 rows:

1. Processing may take longer
2. You'll receive a notification when complete
3. Background processing doesn't block your work

INFO

Very large imports (10,000+ rows) may be processed in batches. You can continue using GetRaze while import runs.

Exporting Leads

You can also export leads:

1. Select leads to export (or select all)
2. Click Export
3. Choose format (CSV)
4. Download file

Exported data includes:

• All lead fields
• Tags
• Status
• Created date
• Last activity

Troubleshooting

File won't upload

• Check file is .csv format
• Verify file size is under limit
• Try a different browser
• Ensure stable connection

Columns not detected

• Add header row to CSV
• Use standard column names
• Check for special characters

Wrong data in fields

• Review column mappings
• Check CSV structure
• Look for shifted columns

Many duplicates

• Check duplicate detection settings
• Verify emails are correct
• Review existing database