marigold

import a list of leads from a csv

moving leads from a spreadsheet, an old crm, or a list you bought? csv import handles up to a few thousand rows in one go.

3 steps~2 min
  1. 1

    click "import" in the toolbar

    the import dialog takes a csv file. drag in or pick from your computer.

  2. 2

    match your columns

    marigold reads your csv headers and matches them to lead fields (name, email, phone, source, tags, address, custom fields). pick which is which. unmatched columns are skipped.

  3. 3

    preview, then import

    the first 5 rows render so you can sanity-check. confirm to bring everything in. duplicates (matched by email) get updated rather than created twice.

    tip

    if your csv has a tags column with comma-separated values ("vip,referral,el-dorado"), marigold splits them into separate tags automatically.

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