Import Leads

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Purpose

The Import Leads page allows you to bring existing contacts into AI Chat Assist, making it easy to centralize your lead management.

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Supported Use Cases

• Migrating from another CRM
• Uploading offline leads
• Combining multiple lead sources
• Backfilling historical lead data

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How Import Works

1. Prepare Your CSV File

   • Download our template or format your CSV with required fields
   • Include columns for name, email, phone, and any custom fields
   • Ensure data is clean and properly formatted

2. Upload Your File

   • Click “Import Leads” in the dashboard
   • Select your CSV file
   • Map columns to AI Chat Assist fields

3. Review & Confirm

   • Preview the first few rows
   • Check for any import errors
   • Confirm the import

4. Post-Import

   • View import summary
   • Check for any duplicates
   • Add tags to imported leads

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Best Practices

• Clean your data before upload
• Use consistent formatting for phone numbers and emails
• Take advantage of tags for better organization
• Start with a small test import
• Keep a backup of your original file

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File Requirements

• File format: CSV
• Maximum file size: 10MB
• Maximum rows per import: 10,000
• Required fields: Email or Phone

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Common Issues

• Duplicate entries: System will flag potential duplicates
• Format errors: Check date and number formats
• Missing required fields: Ensure all required columns are included
• Character encoding: Use UTF-8 encoding for special characters

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Next Steps

After importing:

1. Review imported leads in the dashboard
2. Add relevant tags for segmentation
3. Set up automation rules for follow-ups
4. Sync with your CRM if needed