Lead Ingestion 1 min read

Importing Leads from Excel & CSV Files

Bulk import historical leads or external spreadsheet lists into MrCAPI with intelligent column mapping.

Verified for MrCAPI Platform

Migrating from another CRM or importing offline event contacts? You can upload hundreds of leads at once using our built-in spreadsheet importer.

1. Preparing Your File

  • Ensure your file is saved as .xlsx, .xls, or .csv.
  • Your spreadsheet should include column headers like Full Name, Phone, Email, and Source.

2. Running the Bulk Importer

  1. Go to Leads in your left navigation panel.
  2. Click Import Leads at the top right.
  3. Drag and drop your file into the uploader modal.
  4. Map your file's columns to MrCAPI fields (Name → Full Name, Mobile → Phone Number).
  5. Click Start Lead Import.

3. Duplicate Prevention & Reporting

  • MrCAPI automatically checks every imported lead against your 30-day duplicate registry.
  • Duplicate phone numbers or emails are skipped to prevent spamming prospects.
  • A summary report displays total imported vs skipped records upon completion.

💡 Pro Tip: Ensure phone numbers include international country codes (+1 or +91) for optimal Meta CAPI match quality!


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