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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.
1

Prepare your CSV

Get your leads into a CSV file. Make sure it contains only one niche per file.
2

Start the import

In your CRM, go to Contacts and click Import Contacts.
3

Select objects

Choose Contacts only. Do not select Opportunities - they are created automatically by workflows after the contacts are imported.
4

Upload your CSV

Upload your CSV file and make sure Create and Update Contacts is checked.
5

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.
6

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:
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.
Click Start Bulk Import.

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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.