LeadDesk lets you upload a contact list file in either Excel or CSV format.
Using an existing file
The better the quality of the data in your file, the more useful it will be in LeadDesk. Check your file before trying to upload to make sure there are no obvious errors.
If possible, consider how your data will work in LeadDesk. For example, LeadDesk uses separate fields for first name and surname. If your file has a single Name field, you may want to split that data into two fields if you can.
That said, the names and order of the columns in your contact list file does not need to exactly copy LeadDesk's. Part of the upload process lets you match fields from your file with the fields LeadDesk expects. For example, if your file has a field for Forename, you can match it to LeadDesk's First name. For more information, see this article.
Creating a new file
If you have no existing contact list file, and intend to build one for use in LeadDesk, it will be helpful to use the LeadDesk contact lists template. Doing so will mean your columns exactly match when uploading the file.
To download a copy of the template, in your Admin account:
- Go to the Contact Lists page.
- Go to the Contact Lists subpage.
- Click the
button.
- Scroll down to the Import contact list section.
- Click Download list template
This will download a copy of the LeadDesk contact list template.
- You can click the Cancel button at the top of the page.
- Use the template to create your contact list file.
Once your file is ready, you can upload it. See this article.