Import sales leads

Overview

Before you start

[!IMPORTANT] - Permission: You need Import permission. - Object: Select Sales Lead. - Template: Do not mix Sales Lead templates with Lead pool templates. - Volume: Use the Import tool when a single Import exceeds 1,000 records. - Limit: New Import supports up to 300,000 records. - Limit: Update Import supports up to 1,000 records. - Process: Update Import may trigger a Workflow. - Switch: The backend settings determine whether switches take effect.

Steps

1. In the main menu, go to the Sales Leads list page.
2. On the list page, click Import.
3. In the Import wizard, select the object to import.

1. Select an Import mode, such as New Import or Update Import.
2. Download the template for the current object and Import mode.

1. Open the template file and enter Sales Lead data. > [!WARNING] > Do not change template column headers. If you import Lead pool data, use the template for the Lead pool.
2. Save the edited Excel file.
3. Return to the Import wizard and upload the completed file.
4. Follow the page prompts to confirm the Import configuration.
5. Click Start Import.
6. Wait for the system to process the file. After Import finishes, view the result in CRM notifications.

Expected results and verification

• Successfully imported data appears in the Sales Leads list or the related Lead pool.
• Failed records appear in the Import record.
• After you correct the file, you can import it again.

Rules

• New Import creates new Leads.
• Update Import updates existing Leads in bulk.
• Import supports duplicate checks.
• Import records show progress and failure details.
• Whether Import triggers a Workflow depends on the switch in backend Import settings.

Troubleshooting

• If the operation fails, check permissions, object status, and target scope first.

[!NOTE] Glossary alignment: FAQ.

Related topics

• Create a Sales Lead
• View Sales Lead details
• Check duplicate Lead data
• Manage Lead pools