Overview:
Use Laywork’s Smart Bulk Import tool to upload large volumes of lead records from CSV, Excel, or other file formats—no exact header matching required.
Steps:
Go to Leads & Deals → Leads and click Bulk Add. e
In the uploader, choose Upload data from file and select your CSV, XLSX, or other supported file.
The AI‑assisted mapper will suggest field matches—adjust any mappings as needed. e
Review the preview table, correct any formatting issues, then click Import. Once complete, check the Import Summary for success and error counts. help.worksuite
Tips & Best Practices:
Include a Source column (e.g., “Trade Show”) to track where leads originated.
Limit each import to ≤10,000 rows to avoid timeouts; split larger files if needed.
Troubleshooting / FAQs:
“Required fields missing”: Ensure columns for required fields (Name, Email) are mapped in the preview. help.worksuite
Import stalls or times out: Reduce file size or split into smaller batches. help.worksuite