Administration

Data

Lead List CSV Import

The Lead List Import CSV button allows you to quickly and easily import Leads into a List. 

Tip

Leads imported using the Import CSV button cannot be subsequently updated.

You will need to use the Import Tool if you wish to update an import.

Import CSV

  • Open a Lead List – click on the Import CSV button – select your file – click on Next.
  • Edit Mappings – click on the Source to select and map the column required from the csv file (Column Name) to the Gold-Vision Object e.g. Column 1 – Account.
  • You can click on the + Icon to add a new Source & Target.
  • Click on OK to Import

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