Use this guide when you have a CSV of leads to import manually - most commonly aged leads.
CSV files must be separated by niche. Do not upload a single CSV that mixes Veterans, Final Expense, Mortgage, and other leads. Upload one CSV per niche so the correct tags, workflows, and messaging are applied.
Prepare your CSV
Get your leads into a CSV file. Make sure it contains only one niche per file.
Start the import
In your CRM, go to Contacts and click Import Contacts.
Select objects
Choose Contacts only. Do not select Opportunities - they are created automatically by workflows after the contacts are imported.
Upload your CSV
Upload your CSV file and make sure Create and Update Contacts is checked.
Map your fields
Map the following fields:Required:
- First Name + Last Name if your spreadsheet has them in separate columns
- Name if your spreadsheet has first and last name combined in one column (use this in place of First Name and Last Name)
- Email
- Phone
- State
Optional (map if available):
- Branch of service
- Primary concern
- Age
- Marital status
- Date of birth
Once you’re done mapping, check Don’t import data in unmapped columns, then click Next.If there’s a field you want to track that isn’t listed, reach out and we can add it.
Add tags and import
Add the tag for your niche. The tag is what kicks off all automations. Do not select “Add imported contacts to a workflow”.See the Tag Reference for the full list, or use the table below:| Niche | Fresh Leads | Aged Leads |
|---|
| Final Expense | fex | fex aged |
| Veteran Final Expense | vet | vet aged |
| Mortgage Protection | mortgage | mortgage aged |
| Trucker Life Insurance | trucker | trucker aged |
| Ethos Abandoned Carts | ethos abandoned | ethos abandoned |
| IUL | iul | iul aged |
Before clicking Start Bulk Import, double-check your required fields: First Name, Last Name, Phone, State, and Date Created. Pay close attention to how names are formatted in your spreadsheet. If a name is in all caps (e.g. MIKE JOHNSON), the AI will text the lead “Hey MIKE” exactly as-is. Fix the casing in your CSV before importing.
After the Import
Contacts enroll in the follow-up sequence automatically. 10 contacts enter the flow every 24 hours. This is intentional. It keeps your messaging volume within carrier limits and protects your phone number’s reputation.
Aged leads will be messaged over 7–8 days. You don’t need to do anything after importing. The system takes it from there. 
