Imports
Create contact imports, map incoming columns, review import previews, and monitor recent import records.
Overview
Imports help you bring contact data into a workspace in bulk. In Leadpush, the import workflow has two parts:
- creating the import and configuring its settings
- reviewing import records later from Settings -> Imports
From the imports workflow, you can:
- upload an import file
- indicate whether the file has a header row
- optionally set subscription status during the import
- map incoming columns to contact fields
- review a preview before starting the import
- monitor or delete import records afterward
Before you start
- Open the correct workspace before importing contacts, since imports are workspace-specific.
- Prepare the source file and confirm which columns should map to which contact fields.
- If you need new custom fields, create them before importing or from the mapping step.
- You need write access in the workspace to create or delete imports.
Create a new import
Open your workspace
Go to the Dashboard and switch into the workspace you want to manage.
Start the import flow
Open the contact import flow from the dashboard and choose Import Contacts.
Enter the import name
Give the import a recognizable name so your team can identify it later in the Imports list.
Upload the file
Select the file you want to import.
Configure import settings
Set the options that apply to this import:
- Has Header if the first row contains column names
- Set Subscription Status if imported contacts should be subscribed or unsubscribed as part of the import
Create the import
Click Create to open the import setup wizard.
Map import columns
Review detected columns
In the Column Mappings step, review each detected column and its preview value.
Choose whether to include the column
Turn Include on only for the columns you want to import.
Map the column
Choose the contact field the column should map to.
Create a field if needed
If the right destination field does not exist yet, use Create Field from the mapping step and then return to the mapping list.
Continue to review
Click Next after the required mappings are configured.
Review the import preview
Open the review step
Move to the Review Import step in the wizard.
Review the preview totals
Check the preview counts for:
- total contacts
- total created
- total updated
- total errors
Go back if needed
If something looks wrong, use Previous to return to column mapping and adjust the import.
Start the import
Click Import when the preview matches your expectations.
Review import history
Open Settings
Use the main navigation to open Settings.
Go to Imports
Open Imports from the Data section.
Review recent imports
Use the Imports table to review import names, status, and created dates.
Use the Imports table to:
- search for a specific import by name
- review whether an import is completed or still in progress
- sort by creation date to find the newest or oldest import records
Delete an import record
Find the import
Locate the import record you want to remove in the Imports table.
Open row actions
Use the action menu for that import.
Choose Delete
Select Delete and confirm the action.
Verify it is gone
After deletion, the import record should no longer appear in the Imports table.