how-to

Import leads from a CSV file

Bring your existing pipeline into OMB Cloud in under 5 minutes.

May 14, 2026

Migrating from another CRM or a spreadsheet? The CSV import handles it in under five minutes.

Prepare your CSV

Export your existing leads. The required columns are name, email and company. Useful optional columns: phone, role, industry, stage, value, owner_email, notes. Header row required. UTF-8 encoded.

Run the import

Navigate to /app/import.
Drop your CSV. The first 5 rows preview.
Map columns: OMB Cloud auto-detects most. Confirm or remap.
Choose the target pipeline and a default stage for unmapped leads.
Click "Import". A progress bar shows row-by-row insertion.

Deduplication

The importer checks email as the primary key. Duplicates within the CSV or against existing contacts can be: skipped (default), updated (merge non-empty fields), or created as new (use cautiously). Failed rows download as a separate CSV with the error reason per row.

Common pitfalls

Empty email column: rows skip silently — match by phone or name + company instead.
Stage names that don't match: rows land in the default stage; rename after import.
UTF-8 BOM: some Excel exports include it; the importer strips it automatically.