Leads & pipeline
Import your lead spreadsheet
Upload the Excel tracker you already use and we read the columns automatically.
Already keep your leads in a spreadsheet? Import it once and the Lead Tracker reads your columns for you.
Steps
- 1Click “Import spreadsheet” at the top of the Lead Tracker.
- 2Choose your .xlsx file (up to 8 MB). Your data stays in your account.
- 3Click “Import leads.” You'll see how many were added, and how many were skipped as duplicates or incomplete rows.
What it reads
The importer looks for columns like Name, Phone, Email, Referral Type, Status, Program Type, Initial Lead Date, and your notes — and matches them even if the headers are worded a little differently. It reads every tab in the workbook (handy if you keep a tab per month), skips summary/total rows, and turns your free-text statuses into the right pipeline stage while keeping your original wording.
Re-importing is safe — a lead already in your tracker (matched by name + phone) is skipped rather than duplicated. Only .xlsx files are supported; export from Excel or Google Sheets first if needed.
If you see “Couldn't find a lead table,” make sure your sheet has a header row with Name and Phone Number columns.