Import and export leads

1. 1Go to Leads → Import. Importing needs Manager or above.
2. 2Choose a CSV file up to 5 MB and 20,000 rows.
3. 3Columns are matched to fields from their headers, including deal size, action needed, and notes. Correct any of them before importing.
4. 4Choose what to do with rows whose email matches an existing lead: update it, or leave it unchanged.
5. 5Import. It runs in the background: a progress bar replaces the file picker until it finishes, then the page shows what was added, updated, and skipped, and any rows with problems. The Leads list carries the same progress line, and a second file cannot be started until the first is done.

Export on the Leads list downloads the current list as a CSV, with the same filters and sort. An empty workspace can start from Try with sample data on the Leads screen.