Download CSV Template

Click the link below to begin downloading your template for importing leads.

Download here: PartnerLeadImportTemplate.csv

 
  • The files you upload for import MUST follow this column order and be a file type of CSV (Comma Separated Value).
  • The Column Names MUST be exactly the same spelling and capitalization.

Import columns

Column Number Column Name Column Information
1 First Name
  • REQUIRED
  • No Numbers
  • No Special Characters
  • No Foreign Characters (i.e. é ñ etc)
2 Last Name
  • REQUIRED
  • No Numbers
  • No Special Characters
  • No Foreign Characters (i.e. é ñ etc)
3 Company Name
  • REQUIRED
  • No Foreign Characters (i.e. é ñ etc)
4 Email Address
  • REQUIRED
  • Must be proper email address format or import will fail
5 Phone Number
  • REQUIRED
  • Numbers, No Alpha Characters
  • Common phone characters (i.e. " ( - . ")
  • No Foreign Characters (i.e. é ñ)
6 Website Address
  • Not Required
  • No Special Characters other than hyphens and underscores
  • Format may contain http:// or not. i.e. http://infusionsoft.com or infusionsoft.com would work.