CSV Import and Export Integration | Leadvio
Bring your old lead lists in, take your data out any time
Leadvio imports and exports leads by CSV, the plain spreadsheet format almost every tool can read and write. This page is for channel partners who have lead lists sitting in Excel, Google Sheets or another CRM: it explains how to prepare the sheet, map the columns, handle duplicates before you import, and export your leads back out whenever you need them.
Free for up to 3 users. No credit card needed.
Part of Leadvio Integrations. See also Facebook Lead Ads and WhatsApp.
Four steps from a sheet to a working pipeline
The import itself is short. Most of the work, and most of the value, is in preparing the sheet properly before you upload it.
Prepare the sheet first
Put one lead in each row and one kind of detail in each column. Remove merged cells, tidy the phone numbers and dates, and delete rows you know are duplicates.
Upload and map the columns
Upload the CSV file in Leadvio, then map each column in your sheet to the lead field it belongs in, such as name, phone, project, source or notes.
Think about duplicates before you import
Decide how to treat a buyer who is already in Leadvio, or who appears twice in the sheet. Sorting this out before the import is far easier than cleaning the pipeline after it.
Leads land in the pipeline
Each clean row becomes a lead record with its details in the right fields. Your team can call it, follow up and book a site visit from that record right away.
Prepare the sheet, then map the columns
A clean import starts before Leadvio sees the file. Keep the sheet simple and consistent: one row per lead, the same columns in the same order for every row, and a clear heading row at the top. During the import you map those columns to lead fields, so your sheet does not need to use the same names Leadvio uses. It only needs to be consistent within itself.
- One row per lead, with no lead split across two rows
- Consistent columns: name, phone, project, source and notes in the same place every time
- A heading row that names each column plainly
- Phone numbers kept as text, with the country code included where you have it
- Duplicates checked and decided on before the upload, not after
Once imported, leads are worked like any other lead. See Lead Management for how the pipeline is worked day to day.
What a clean import looks like: every value lands in the field your team expects to find it in, so the first call starts from a complete record.
Moving between tools, and getting your data out
CSV is the common language between spreadsheets and CRMs. That is why it works both ways: lists come in from other tools, and your leads go out whenever you ask for them.
Moving between tools
A list that lives in Excel or Google Sheets can be saved as CSV. A list that lives in another CRM can usually be exported as CSV. Either way, the file you get is the file Leadvio imports, and you map its columns during the import, so a different column name in the old tool is not a problem.
- Save a spreadsheet as CSV, or export a list from your old CRM as CSV
- Clean the sheet and check duplicates before you upload it
- Map the old tool columns to Leadvio lead fields during import
Exporting your data at any time
Your leads are your data. Export them to CSV whenever you need to, for a backup, a report you want to build in a spreadsheet, or a move to another tool. You do not need a reason, and you do not need to argue for access to your own list.
- Export your leads to CSV at any time
- Use the export for backups and for reporting in a spreadsheet
- No lock-in: the same format that brought your data in takes it out
Common spreadsheet mistakes that corrupt imports
None of these mistakes looks serious in the sheet itself. Each one becomes a real problem once the rows land in a pipeline and your team starts calling from them.
Merged cells
A name or project typed once and merged across several rows leaves blank values in the rows below it. Unmerge everything and repeat the value on every row, so each row stands on its own.
Phone numbers stored as numbers
When a spreadsheet treats a phone number as a number, it can drop the leading zero or lose the country code, and the number your team dials is wrong. Store phone numbers as text and keep the full number, including the country code where you have it.
Mixed date formats
One column with dates written in several different ways, such as day first in some rows and month first in others, cannot be read reliably. Pick one format and use it for every row in the column.
Notes typed into the wrong column
A remark placed in the project column, or a budget written inside a name field, lands in the wrong place on the lead record. Give notes their own column and keep each column to one kind of detail.
Duplicate rows from a forwarded sheet
The same sheet gets forwarded, saved and forwarded again, and the same buyer ends up in the file two or three times. Check for duplicate phone numbers before you import, and import each list once.
Fixing it after the import instead of before
Every mistake above is quick to fix in the sheet and slow to fix lead by lead in the pipeline. A short check before the upload protects the follow-up work that comes after it.
How an imported list becomes follow-ups and site visits
An import is not the finish. It is the start of the normal Leadvio flow. Each imported row becomes a lead in the pipeline, your team sets the first follow-up on it, calls and WhatsApp messages happen from the record, and buyers who are ready move on to a booked site visit, all on the same record that the import created.
- Imported leads sit in the same pipeline as Facebook, 99acres and WhatsApp leads
- First follow-ups are set on the imported list, so old buyers are not left quiet again
- Calls, notes and visit bookings build on the details the import brought in
- The source stays marked as CSV import, so you can see how the list performs
See the wider set of connections on the Integrations hub, and how visits are run in Site Visit Management.
FAQ
Save or export your list as a CSV file with one row per lead and one column for each kind of detail, then upload it in Leadvio and map each column to the matching lead field, such as name, phone, project and source. Review duplicates before you finish, and the leads land in your pipeline ready to follow up.
Check that there is one row per lead, no merged cells, phone numbers are stored as text with the country code kept, dates all use one format, and notes sit in their own column. Remove duplicate rows, especially if the same sheet has been forwarded and saved more than once.
Yes. CSV is the common language between tools, so a list that lives in Excel, Google Sheets or another CRM can usually be saved or exported as CSV and then imported into Leadvio. You map the columns during import, so the other tool does not need to use the same column names as Leadvio.
Yes. Your leads are your data, and you can export them to CSV whenever you need to, for a backup, a report or a move to another tool. There is no lock-in argument to make here: the export is part of using the product normally.
An imported lead becomes a normal lead in your pipeline, with its name, phone, project and notes on one record. Your team can call it, set follow-ups, send WhatsApp messages and book site visits from that record, in the same flow as a lead that arrived from Facebook, 99acres or WhatsApp.
Start with the leads you already have
Start free today, free for up to 3 users, import your existing lead list by CSV, and work it with proper follow-ups from day one.
Free for up to 3 users. No credit card needed.