Import contacts / leads

Upload a CSV, map fields, review errors, and add many contacts or leads at once.

7 min readUpdated July 2026

Before you begin

Import requires admin, manager, or import permission
Prepare a CSV with one person per row
Use owner email, not display name, when assigning records
Use Contacts language for real estate and Leads language for other industries

Import CSV

Open Contacts or Leads
Choose Import
Upload your CSV
Map CSV columns to Flowforce fields
Review duplicate and validation warnings
Confirm the import

Contacts or Leads import page with CSV upload area and import instructions.

CSV mapping screen for matching spreadsheet columns to Flowforce contact or lead fields.

Import history page showing imported rows, failed rows, duplicate handling, and completion status.

Import error state showing invalid rows and fields that need correction.

Field tips

Map owner email to assignee, not display name
Normalize phone format; keep stage names consistent with your pipeline
Use source to track where the list came from
Keep consent fields when importing marketing lists
Import into a test workspace first for large migrations

What you should see

A completed import should show how many records were created, merged, skipped, or failed. Imported records should appear in Contacts or Leads with the mapped source and assignee.

Common issues

Wrong owner after import — map assignee email column correctly
Duplicates — imports merge when email or phone matches an existing record
Rows failed — review required fields and invalid phone or email values
Records missing — clear filters, groups, and queues

Ready to try this in FlowForce?

Start free — set up your workspace and follow along with this guide.

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