About This Page

Upload CSV files containing form submission data to process and insert records into the system.

Required CSV Format

LeadID,Date,Phone,Revenue,Campaign,Cost,Publisher,Email,Site Owner,Category 5972059,4/17/2024 4:31,8152200716,67,Water Damage,10,sandyspringswaterdamage.co,abc@example.com,abc,Forms

Important: The header row must appear exactly as shown. All 10 columns are required, even if a column has no data.

Date Validation

Dates must be between 2020 and 2027. Accepted formats: 4/17/2024, 4/17/2024 14:30, 2024-04-17

Steps

1. Prepare your CSV with the exact header row above
2. Select an existing client or add a new one
3. Choose your CSV file and click Upload CSV File
4. Review the records shown in the preview
5. Check the rows you want to insert and click Confirm & Insert