Import Thousands of Leads in Minutes

Migrating from spreadsheets? Upload your CSV or Excel file and our smart importer maps columns, validates data, detects duplicates, and creates lead records — all in one go.

  • CSV and Excel file support
  • Smart column auto-mapping
  • Data validation before import
  • Duplicate detection and merging
  • Error report with fix suggestions
  • Import history and undo support

Sound Familiar?

  • Days of manual data entry from spreadsheets: Thousands of leads imported in minutes with validation
  • Duplicate leads from multiple Excel files: AI duplicate detection merges matching records automatically
  • Invalid phone numbers and emails imported: Pre-import validation catches errors before they enter the system

Complete Bulk CSV Import Features

Everything you need to modernize your school's bulk csv import.

  • File Upload: Drag-and-drop CSV or Excel files. Support for files with 10,000+ rows.
  • Column Mapping: AI auto-maps spreadsheet columns to CRM fields. Manual override for custom columns.
  • Data Validation: Validates phone numbers, emails, required fields, and data formats before importing.
  • Duplicate Detection: Matches against existing leads by phone, email, and child name. Options: skip, merge, or create new.
  • Import Preview: Preview mapped data before confirming. See exactly how many records will be created, updated, or skipped.
  • Error Report: Downloadable report of rows that failed validation with specific error details and fix suggestions.

Get Started in 4 Simple Steps

  1. Upload File: Drag and drop your CSV or Excel file into the import tool.
  2. Map Columns: AI auto-maps columns. Review and adjust mappings as needed.
  3. Validate & Preview: System validates data and shows preview with duplicate matches.
  4. Import & Verify: Confirm import. Leads are created with full audit trail.

Frequently Asked Questions

What file formats are supported?

CSV (.csv) and Excel (.xlsx, .xls) files. Maximum file size: 50MB, supporting 10,000+ rows per import.

How does duplicate detection work?

The system matches against existing leads using phone number, email, and child name. You choose to skip duplicates, merge with existing records, or create new entries.

What happens if some rows have errors?

Valid rows are imported normally. Failed rows are collected in a downloadable error report with specific error details and fix suggestions.

Can I undo an import?

Yes. Each import is recorded with a batch ID. You can review and undo an entire import batch if needed.