Admin portal
Upload existing lead and account data
User access and credits
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Data intake portal
Upload existing lead and account data
1. Add source file
2. Required upload headers
Email
First,Name
Last,Name
Company,Name
Company,Website
Title
LinkedIn
Company,ID
The complete accepted header list is shown below. Files should keep these column names unchanged.
3. Validate before import
Waiting for source file
Header schema not checked
Import mode not confirmed
Duplicate protection
Duplicate checks before import
Email match
Primary check against `Email` and existing contact emails.
Personal email match
Secondary check using `Personal,Email` when present.
Person ID match
Hard match on `Person,ID` for records from the same data source.
Company match
Account dedupe by `Company,ID`, `Company,Domain`, and `Company,Website`.
LinkedIn match
Fallback identity check using `LinkedIn` and `Company,Linkedin` URLs.
Import visibility
Current import progress
Current file
No file selected
Stage
Waiting
Duplicate check
Pending
Import result
Not started
Accepted CSV/XLS headers
Preview
Rows will appear after a saved upload is opened
| Waiting for upload |
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| No file selected yet. |