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If you already have leads in a spreadsheet, you can import them all at once instead of adding them one by one. Heffl walks you through a three-step process: upload, select header, and map columns.

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Before you start

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Prepare your file:

  • Use a spreadsheet file (CSV or Excel)
  • Put each lead on its own row
  • Include a header row with column titles such as Name, Mobile, and Email
  • At minimum, every lead needs a Name. All other fields are optional.
To match Heffl’s format exactly, click Download Template on the import screen and fill it in. This is the easiest way to avoid mapping errors later.
Impprt Leads 1

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Step 1: Upload your file

  1. Go to Leads in the sidebar
  2. Click Import in the top right
  3. Drop your file into the upload area, or click Browse files to select it
The panel on the right shows the columns Heffl expects, including Name (required), Mobile, Secondary Mobile, Email, Title, Value, Source, Tag, Website, Referred by, Company, Client types, Client type, and Channel.

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Step 2: Select the header row

Tell Heffl which row in your file contains the column titles. This is usually the first row. Heffl uses this row to understand what each column means, so the next step can match your columns to the right fields.

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Step 3: Map columns

Match each column in your file to the matching Heffl field.
  • Heffl auto-matches columns where the names are obvious (for example, a “Name” column maps to Name)
  • Review each mapping and correct any that are wrong
  • Leave a column unmapped if you do not want to import it
  • Make sure your Name column is mapped, since it is required
When every column is mapped correctly, confirm to start the import.
Impprt Leads 2

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After importing

Once the import finishes:
  • Your new leads appear in the Leads list
  • Each lead enters at the default first stage (New)
  • You can filter, tag, and assign them like any other lead
Review a few imported leads to confirm the data landed in the right fields. If something looks off, you can edit leads individually or archive the batch and re-import with corrected mapping.

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Troubleshooting

Some rows did not import Check that every row has a Name. Rows without a name are skipped. Data landed in the wrong field Your column mapping was likely off. Re-import and check each mapping in Step 3 against the expected columns. The file would not upload Confirm it is a supported format (CSV or Excel) and that it has a header row. Download the template and copy your data into it if problems continue.

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What to do next

After importing your leads:
  1. Filter and sort to organize the new batch
  2. Add tags to group them
  3. Start converting qualified leads into deals