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Bulk import leads

Efficiently import multiple leads at once using a CSV file. Quickly map fields and tags to keep your leads organized.

Updated this week

Overview

Required subscriptions: This feature is available for the following plans: Pro, Pro+, DBC, and ELC.

This article will guide you through importing leads in bulk using a CSV file. Follow the step-by-step instructions to upload your leads quickly and efficiently, map essential fields, and organize your imported data.


Import leads in bulk

Follow these easy steps to import your leads in bulk:

  1. Navigate to your Leads page.

  2. Click '+ Add leads' located at the top right of your screen.

  3. Choose 'Import via CSV' from the dropdown options.

Uploading your CSV file

After selecting 'Import via CSV', follow these steps:

  • Click Upload and select your CSV file.

  • Ensure your file is formatted correctly with clear headings for easy mapping.

Note: Make sure your CSV file is free from errors and properly formatted to ensure a successful import.

Mapping fields and tags

Once your CSV file is uploaded:

  1. Match your CSV columns to the fields provided. Popl provides standard fields, but you may include custom fields.

  2. Optionally, assign tags to your leads to streamline future organization.

Keep in mind: Tags help categorize leads and simplify filtering and segmenting later on.

Finalizing import

After mapping fields and tags:

  • Click 'Import Leads' to complete the upload.

  • View your successfully imported leads directly on the Leads page.

Common issue: Ensure CSV headers clearly match field names to avoid mismapping. Double-check your fields before importing.


💡 Tip

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