Best Practices for Preparing Your CSV File for Lead Import

Overview:
A well‑structured CSV file reduces errors and speeds up bulk imports. Follow these guidelines before uploading your lead list.

Steps:

1. Clean Your Data: Remove duplicates and correct typos in names/emails.

2. Use Clear Headers: Label columns with simple names (e.g., FirstName, Email).

3. Standardize Formats: Dates in YYYY‑MM‑DD, phone numbers with country code.

4. Include Required Columns: At minimum, have Name and Email columns.

5. Save as CSV: Export from Excel or Google Sheets as “CSV (Comma delimited)”.

Tips & Best Practices:

• Pre‑define your custom lead fields in Laywork so they’re available during import.

• Keep a template file for future imports to maintain consistency.

Troubleshooting / FAQs:

• Wrong delimiter errors? Ensure your file uses commas, not semicolons, as separators.

• Header row imported as a record? Make sure “Header row” is checked in the import preview. s