The option to import your Leads through a CSV file will help you get your information to FreeAgent fast and easy.
Import a CSV file for your Leads
Go to the Leads tab, click on 'Things You Can Do' to show the available options and click 'Import Leads'.
You will be presented with two options: 'Download CSV Template' or 'Upload CSV File.'
Click 'Download CSV Template' and the file will be downloaded to your computer.
The CSV template includes the default fields for leads. Open the file and fill in the information. Please note that not all fields of the CSV file are required, just add the information that you need.
Sample Lead CSV
IMPORTANT: Make sure that your file doesn't contain empty rows and that each cell includes only the requested information. Please don't change the columns' names included in the file. You can delete those you don't need.
Once you have all the data you need in the spreadsheet, save or export your file to a CSV. Select the 'Upload CSV File' option and browse the files on your computer to upload the one you just created.
The file will be processed by FreeAgent CRM to create your Leads. Click on 'Done' to dismiss the message.
Your Leads will be created with the information of the file and will show up on the Leads tab as soon as the import process is complete.
Note that this process can take a few minutes to complete depending on the number of leads you are trying to import.
If you add the Account information of an account that doesn't exist yet, FreeAgent CRM will automatically create the Account for you.
Great! You have successfully imported your Leads to FreeAgent CRM.
It is also possible to import your Accounts and your Deals. For more information, please visit the following tutorials: