Import Wizard

The Import Wizard guides you through importing prospects from a CSV file in five steps: file upload, column mapping, options, validation, and import progress.

Accessing the Page

Navigate to /prospects/import or click New Import from the Import History page. Requires the canUploadCSV permission.

Wizard Steps

Step 1 — File Upload

Upload a CSV file by dragging and dropping or clicking to browse.

Requirement	Value
Accepted format	.csv
Maximum file size	10 MB

After uploading, the wizard displays:

• File info card — filename, size, row count, and a ready status
• CSV preview table — first 5 rows of the parsed data

You can download a CSV template with sample data and required columns.

Template columns: firstName, lastName, email, phone, company, jobTitle, notes, tags, leadScore, consentStatus, privacyPolicyVersion

Step 2 — Column Mapping

Map each CSV column to a prospect field. Auto-detection attempts to match columns by name.

Setting	Description
Auto-detect	Columns are automatically mapped by header name
Manual mapping	Use dropdowns to map each column to a prospect field
Skip column	Exclude a column from import
Reset	Revert to auto-detected mappings

Required fields (must be mapped to proceed): First Name, Last Name, Email

Optional fields: Phone, Company, Job Title, Source Type, Region ID, Notes, Tags, Lead Score

The mapping table shows:

• CSV column name
• Arrow indicator
• Prospect field selector (with required badge)
• Sample value preview
• Mapping status checkmark

Step 3 — Import Options

Configure default values and duplicate handling:

Option	Description	Default
Default Source Type	Applied when source type is not mapped from CSV	CSV Import
Default Status	Initial status for imported prospects	New
Duplicate Handling	How to handle prospects with existing emails	Skip

Duplicate Handling Options

Option	Icon	Description
Skip	Skip forward	Skip duplicate rows entirely
Update	Refresh	Update existing prospects with CSV data
Create	Copy plus	Create new prospects regardless of duplicates

Additional option: Skip first row — enabled by default to skip the CSV header.

Step 4 — Validation

The system validates all rows before importing:

Metric	Description
Total Rows	Number of rows in the CSV
Valid Rows	Rows that passed validation
Error Rows	Rows with validation errors
Warning Rows	Rows with non-blocking warnings

Validation checks include:

• Required field presence (firstName, lastName, email)
• Email format validation
• Data type validation (e.g., lead score must be numeric)
• Duplicate detection (advisory)

A preview table shows which rows are valid and which have errors, with specific error messages.

Step 5 — Import Progress

After validation passes, the import begins. The progress view shows:

Metric	Description
Total Rows	Total rows being processed
Processed	Rows completed so far
Success Count	Successfully imported prospects
Error Count	Rows that failed to import

The wizard polls for progress updates every few seconds. When complete, a summary is displayed with options to:

• View Prospects — Navigate to the Prospects List (filtered by this import)
• New Import — Start another import

Canceling

Click Cancel at any step to abort and return to the Import History page.

Related Pages

• Import History — View past imports
• Import Detail — View details of a completed import
• Prospects List — View all prospects