Import New Leads with the Lead Import Tool

The Lead Import Tool lets you import new leads captured outside of WhatConverts (such as from a CRM, spreadsheet, or offline events) so you can centralize all your data in one place.

You can use it to:

• Import new leads that don’t yet exist in WhatConverts.
• Bring in historical lead data to complete reporting and ROI tracking.

Start with the article Use the Lead Import Tool for an overview of how the process works.

Step 1: Access the Lead Import Tool

The Lead Import Tool is available at the profile level.

1. Go to the Profile Settings and click  “Lead Import / Update”.
2. Click “Import / Update Leads”.
3. Select “Import Leads”.

Step 2: Prepare and Upload Your CSV File

Before importing, prepare your CSV file and upload it to WhatConverts.

1. Prepare your file. Consider the following:
   1. Save your file in CSV format.
   2. Include the mandatory columns: Date Created, Lead Type, and Timezone.
   3. Use the Help Center sidebar to:
      1. Access a detailed guide to prepare your file: Prepare Your Lead Import CSV File
      2. Download the CSV template,  which includes all standard columns (delete unused ones).
2. Upload the file and click “Continue”.

Step 3: Map Your Columns

During import, the system maps each CSV column to the correct WhatConverts standard field.

1. Review the field mappings:
   1. Green fields: Mapped automatically by the system. Review them to ensure accuracy.
   2. Yellow fields: Need to be mapped manually. Fields left unmapped will be skipped.
2. Choose the correct mapping for Custom Fields and Additional Fields (if importing any):
   1. Select “Custom Field” if you want data to appear in the Custom Fields section.
   2. Select “Additional Field” if you want data to appear in the Conversion Details section.
3. Choose a Default Lead Type for all imported leads. If any record has a blank Lead Type, the default will be assigned automatically.



4. Click “Continue”.

Step 4: Review and Confirm

Once all fields are mapped:

1. Review the Lead Import Overview, which shows:
   • Total number of leads in your file.
   • Any leads with errors (these will be skipped).
   • Billing confirmation to ensure your account has sufficient funds.
2. Approve the additional costs for importing leads.
3. Click “Import Leads” to start the process.
4. Wait for the success message before closing the tab.
5. Click “Finish”. 

Related Topics

• Use the Lead Import Tool
• Prepare Your Lead Import CSV File
• Update Existing Leads with the Lead Import Tool
• Enrich Your Leads with the Lead Import Tool
• Export Your Leads