How to Import Leads with Custom Fields

Overview
Beyond standard columns (Name, Email, Source), Laywork lets you import any number of custom fields you’ve defined—so you capture every piece of data your team needs.

Procedure

1. Under Leads → Lead Contact, click Import.

2. Download the Sample Import File; you’ll see extra columns for your custom fields at the right.

3. Populate your CSV/XLSX, filling in those custom‑field columns exactly as they appear in Laywork.

4. Upload the file, toggle Contains Headings Row, and proceed to the Field Mapping screen.

5. Map each custom‑field column to its Laywork counterpart.

6. Click Import and verify in Lead Contact that the custom data appears correctly in each record.

Tips

• Pre‑export one record with sample data to see your custom‑field column names.

• Ensure no typos in your custom‑field headers—they must match exactly.

• Use numeric codes (e.g. “Industry Code”) rather than long labels for easier mapping.