How to Import Leads from a CSV File

Import a batch of leads from a CSV, Excel, or delimited text file, mapping its columns to KamoCRM lead fields.

Before you start

• The Manage CRM Settings right.
• At least one active market, vendor, and product already set up — the import is blocked if none exist.

Steps

1. Upload File

1. Go to Settings → Client Relations Manager → Manual Imports.
2. Drop or browse for a file (CSV, XLS, XLSX, or TXT).
3. If the file's columns match a previously saved import template, a chooser appears automatically (Exact match / Same columns reordered / Similar) — pick one to reuse its mapping, or skip it to map from scratch.

2. Configure

1. Choose the Lead Market, Vendor, and Vendor Product this batch belongs to.
2. Set the delimiter (Comma/Tab/Pipe/Semicolon/Colon) and whether the first row has headers.
3. Optionally load a different saved map under Load Saved Map.

3. Map Fields

1. Connect each file column to a system lead field — click a system field, then click the file field it should pull from (or drag one onto the other).
2. Email, First Name, and Last Name must all be mapped — the import is blocked otherwise. Mapping a Vendor Lead ID column is optional but enables duplicate detection.
3. If one file column actually contains several values, apply a Split Modifier first (Split Address, Split Name, or Split Phone) to break it into virtual fields you can map individually.
4. Add Data Transformations to any mapping if the raw values need cleanup — Trim, Uppercase, Lowercase, Capitalize, Format Phone, Format Email, Format Date, Regex Replace, Default Value. Multiple transformations chain in the order you add them.
5. Optionally save this mapping as a reusable template under Save Map As.

4. Review & Import

1. Check the Validation Results — a sample of the first 10 rows, flagged Valid / Warning / Error.
2. Check the Data Preview of the first 3 rows.
3. Click Import.

What you'll see

The import doesn't fail as a whole batch on row errors — you get a summary: total processed, imported, duplicates, and errors. If prompted, you can save the mapping as a template for next time.

Every import run is logged under the Past Imports sub-tab, where you can view the error report for failed rows, re-import failed rows (optionally adjusting the mapping first), or download the original file.