Overview
When you need to update existing leads and add new ones in the same file, use Laywork’s upsert functionality—matching on a key (email or mobile) to avoid duplicates.
Procedure
Export your current leads (include lead_id, email) via Export.
In your spreadsheet, for each row:
Include lead_id if updating an existing record.
Leave lead_id blank to create a new lead.
Save as CSV/XLSX and upload via Leads → Import.
On the Field Mapping step, map lead_id and other columns.
Click Import—Laywork will update rows with an ID and insert new ones for blanks.
Tips
Always include lead_id for records you intend to update.
Use “Skip blank fields” on the mapping screen to preserve existing data not included in your sheet.
Test on a small subset first to validate your upsert logic.