What is the Lead Import Tool?

Who has access to this feature?

Access level: All Users

The Lead Import tool brings all your lead data into WhatConverts, giving you the full picture without manual entry or technical setup. By uploading a CSV file, you can bulk update existing leads with new details or import fresh leads from CRMs, spreadsheets, or other tools.

With enriched lead data in WhatConverts, you can enhance reporting, optimize marketing spend, and give your team the insights they need to improve ROI, all with no required technical setup

Why Use the Lead Import Tool?

When lead data lives in multiple places (like spreadsheets, QuickBooks, or a CRM), your reporting can miss part of the story. If sales values or qualification details are stored outside of WhatConverts, your ROI reports remain incomplete and your ad optimization suffers.

Lead Import solves this by letting you upload and update leads in bulk. With it, you can:

Bulk update existing leads with sales values, qualification, or categorization data.
Import new leads from CRMs, spreadsheets, or other tools to keep reporting centralized.
Save time by avoiding manual updates one lead at a time.
Get complete ROI reporting by ensuring sales and qualification data are included.
Optimize ad spend by sending enriched lead data back to Google Ads.

Instead of piecing together results across systems, the Lead Import Tool helps you keep your lead data complete and actionable inside WhatConverts.

Examples of How Businesses Use the Lead Import Tool

Lead Import is flexible and fits into any workflow. Common examples include:

HVAC company: Updates hundreds of leads from QuickBooks with sales values, ensuring ROI reports reflect actual revenue.
Plumbing company: Imports leads tracked in a legacy CRM so all reporting happens in one place.
Dental clinic: Adds qualification notes from staff spreadsheets (e.g., “New Patient” vs. “Existing”) to improve lead categorization.
Marketing teams: Imports offline conversions like in-store signups or spreadsheet sales to complete ROI reporting.
Sales teams: Import closed-won revenue from their CRM to show which campaigns drive real revenue.

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