Import Leads

Follow step-by-step in order to import your leads to the CRM:

1. Go to CRM
2. In the top of the CRM menu, open "Tools", and select "Import".
3. Upload your leads database (CSV or JSON format - Samples are at the bottom of this article).
4. After uploading your leads database, you will have to map the fields. Here is a list of fields which are available/required for the lead import:
   
   

   Field	Description	Example	Required
   Lead: First Name	The first name of the lead	John	Required
   Lead: Last Name	The last name of the lead	Smith	Required
   Lead: Phone	The phone number of the lead	650-753-2333	Required
   Lead: Email	The email address of the lead	[email protected]	Required
   Lead: Source	The source which the lead came from	CarGurus	Recommended
   Lead: Created At	The time in which the lead was created	01/01/2026 1:15pm	Not Required
   Lead: Updated At	The time in which the lead was last responded	01/01/2026 2:30pm	Not Required
   Messages: Optout	The optout value (true/false) for the lead messages	true	Not Required
   Vehicle Interest: VIN	The VIN number of which the lead is interested in	WBA23EH08SCU70972	Recommended
   Team Member: First Name	The first name of the team member assigned on the lead	George	Not Required
   Team Member: Last Name	The last name of the team member assigned on the lead	Smith	Not Required
   Team Member: Phone	The phone number of the team member assigned on the lead	650-753-2333	Recommended
   Team Member: Email	The email address of the team member assigned on the lead	[email protected]	Recommended

   
   
   
5. After mapping the fields, press on "Import".
6. The import will be run in the background and you can always go back to the Import dialog to view the status of your import.

Important things to know:

1. You must select all the "Required" in order to begin the import. 
2. Leads that are being imported will be merged to the existing leads in the CRM.
3. The import service will do a look up based on the "Lead: Phone" and "Lead: Email" in order to find first if the lead already exists. If it exists - it will merge it, if not, it will create a new lead in the CRM.
4. Lead Import takes a few minutes to run, and it is running in the background once you finish with the mapping and click "Import", you don't have to stay in the dialog of the import while it is importing.
5. We're recommend to have data such as "Vehicle Interest: VIN" so you have the vehicle interest in each lead for better Advantage Automations.
6. For Team Member auto assignment, make sure you have the user already registered under Management > Users, using the same First Name, Last Name, Phone and Alternate Email. 

Sample files:

• Download CSV Sample
• Download JSON Sample

If you have any question or need an assist with your import, feel free to contact us at (650) 753-2333, extension 2 for support.