Master Data Set

Upload and manage your centralized CRM database.

Current Records

Import New Data

Upload an Excel (.xlsx, .xls) or CSV file containing your leads and contacts. This data will be instantly synced to your People and Companies pages.

Lead Source

Select from dropdown or type a custom source for tracking.

Import Mode

Append to existing

Merge this file with your current CRM data without deleting existing records.

Replace database

Clear all existing leads and companies, replacing them entirely with this file.

File Upload

Click or drag file to upload

Supports .csv, .xlsx, .xls