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:
Click '+ Add leads' located at the top right of your screen.
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:
Match your CSV columns to the fields provided. Popl provides standard fields, but you may include custom fields.
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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