Importing leads from a CSV file
Upload a CSV, map columns to fields (or let the AI do it with "Smart conversion"), check the preview and import up to 500 leads at once.
Have a list of leads in Excel or a spreadsheet? Export it to CSV and import it into the pipeline in a few minutes. The file is loaded in the browser only until you confirm - "the file stays with you".
Prepare the file
Only CSV is supported (save Excel as CSV). The file needs a header row and at least one data row. You can download a sample file with the headers: name, phone, email, source, service_interest, status, notes.
Open the import
In the sales department, from the All leads page click Import CSV.
Drag the file in
Drag it into "Drag a CSV file here or click to choose" or click and pick it. After loading you will see "N rows loaded".
Map the columns
In the "Column mapping" area check which file column feeds each field (name - required, phone, email, source, interest, status, notes). Common Hebrew and English headers are recognized automatically. One column can be mapped to only one field.
Check the preview
In the "Preview - X of Y ready to import" table you can untick a row you do not want and change the status of a single row. A row without a name is marked "Missing name" and will not be imported.
Import
Click Import (N). At the end you see "Import complete!" with "X of Y leads imported successfully", and the buttons Open pipeline and Import more.
Did not find an answer?
The Bambook support team replies within one business day. Tell us what you tried to do, on which screen, and attach a screenshot if you have one.