Import leads and mailing lists

It's easy to import a large list of leads at once. First, download the CSV template - this will show you how to structure and sort your lead information, and give you a few examples of how to enter the information.

  • Please note that date of birth needs to be provided as DD/MM/YYYY (day/month/year).

  • Also note that Country, State/province, gender, and "do not contact" need to be entered in a specific manner.

  • Please exclude all commas (,) from your file (you can use the Replace function in Excel), otherwise your information may not be saved properly

  • In order to import a custom field, please name the column the "short name" of the custom field (which you can find in the My Custom Fields page:

When your file is ready, save it in CSV format. If you're working with Hebrew, make sure to select UTF-8 encoding:

Next, (optionally) select the lead lists that you'd like to associate with the leads you're importing. So if I'm importing a list of foundations, I might select "Foundations" as my lead list:

Then, select your file and click "upload".

As soon as the file has finished uploading, you'll see a confirmation message detailing the number of successfully imported records.

If something goes wrong, or the file is not properly set up, you'll see a message like this, with the number of recorded that we weren't able to import, and a button to download the lists of records to fix.

Edit and update leads

An email address makes a lead unique. So if you import an existing email address, we'll automatically update the lead's record. For example, if the lead with the email address "" is in our system as having the first name "Jon", you can import the following:

Email Address

First Name


We'll match the email address you're importing to an existing record and automatically update Jon's first name to "Jonathan".

Did this answer your question?