DocsIntegrations
How do I import my leads from a CSV file?
Upload a CSV file from your CRM or a spreadsheet to add the leads, booked calls and payments you already have to your Leads page.
Note: Lead imports are open to a small group of stores for now. If you don't see the Import your leads card on your Leads page, contact support.
Before you start
- Save the file as CSV. In Excel, choose File, then Save as, and pick CSV. Excel files (.xlsx) can't be imported.
- Put the column names on the first line, one lead per line under it. Commas, semicolons and tabs between the columns all work.
- Every row needs an email or a phone number, and the date the person became a lead, booked a call or paid.
Import the file
- Open the Leads page and find the card Import your leads.
- Click Import a CSV file and pick your file. The window Import leads from followed by your file name opens.
- Check Name. It starts as the file name and is how the import is listed afterwards.
- Check the table. Your column is a column in your file, We read it as is what TrueROAS uses it for, and First row shows your first row the way TrueROAS reads it, for example a phone number with its country code or a date with the month written out. Use the menu to change how a column is read.
- If your dates can be read two ways, such as 01/10/2026, pick Day first or Month first next to Dates are. Until you pick, the date shows Pick day or month first.
- Under Rows without a step are, pick Lead, Booked call or Payment for rows that don't say which step they are.
- If your file has phone numbers, pick a country under Country code for phone numbers without one. It starts as the country set for your store, or None, keep them as written when none is set.
- Read the line that counts your rows and how many can't be read. Click Why to see the first rows that can't be read and the reason for each. The row numbers are the rows in your spreadsheet, blank rows included.
- Click Import. For a big file you see Saving part 1 of 3 while it uploads. When it is done, the window closes and the import is listed under Past imports.
TrueROAS reads a few hundred rows every 5 minutes, so a file of 10,000 rows can take a few hours. The counts on the page grow as rows are read.
How each column can be read
| Choice in We read it as | What TrueROAS does with it |
|---|---|
| Links the row to the person. | |
| Phone | Links the row to the person. A number that starts with one 0 gets the country code you picked. |
| Date | When the person became a lead, booked a call or paid. 2026-10-01, 01/10/2026, 1.10.2026 and Oct 1, 2026 all work. |
| Step (lead, call or payment) | Words like booked, call, meeting or appointment make a booked call. Paid, purchase, sale, order or payment make a payment. Anything else, or an empty cell, follows Rows without a step are. Only English words are read. |
| Amount paid | What the person paid. 1 234,50, 1,234.50, $99 and SEK 2 000 all work. A payment needs an amount above 0. |
| Currency | A 3-letter code such as SEK or EUR. Without it, amounts are in your store currency. |
| Deal value | What the deal is expected to be worth. It shows as pipeline, not as revenue. |
| Status (active or canceled) | Canceled or cancelled marks the row as canceled. Anything else counts as active. |
| Qualified | Yes, true, 1, SQL or qualified mean qualified. No, false or 0 mean not qualified. |
| Source, Campaign, Ad | Where the lead came from, kept with the lead. |
| ID in your CRM | Your CRM's ID for the row. It helps TrueROAS recognise the same row when you import the file again. |
| Keep as answer | Keeps what the column says with the lead, for example a note or an answer from a form. |
| Skip | Leaves the column out. |
Rows that can't be read
A row is left out of the import when:
- it has no email and no phone number,
- its date is missing or can't be read,
- its date can be read two ways and you haven't picked Day first or Month first,
- its amount or deal value can't be read,
- it is a payment without an amount,
- it is a payment or has a deal value but no currency, and your store has no currency set.
Fix the rows in your file and import it again under the same name.
Past imports
Each import shows:
| Column | What it shows |
|---|---|
| Rows | The rows TrueROAS received from the file. |
| Read | The rows TrueROAS turned into leads, booked calls or payments. It starts at 0 and grows as the rows are read. |
| Not read | The rows TrueROAS could not use, for example with a placeholder email like test@test.com, or a row replaced by a later row with the same ID in your CRM. |
To take an import out of your numbers, click Remove on its row, then Remove import. The import stays in the list as Removed.
Import a file again
Importing under the same name replaces the earlier import. The window warns you with You already have an import called followed by the name, and Importing replaces it. Rows that are no longer in the new file leave your numbers.
Always use the same name for a new version of a file. Under a new name, its booked calls and payments are added a second time.
If an upload stops part way, you see which part was not saved, for example Part 2 of 3 was not saved. Import the file again under the same name.
Good to know
- Imports count for the whole store. Only the store owner or an account admin can import or remove a file. Everyone else sees Only the store owner or an account admin can import or remove leads. Ask them to do it.
- You don't need to split a big file. TrueROAS sends it in parts of up to 500 rows by itself.
- Column choices are made per file. The next file you import is matched again from its column names.
- When a lead also reached TrueROAS from your website or another connection, TrueROAS links the file's rows to the same person by email or phone, so the person is counted once.
- You can't import straight from a CRM login yet. Export a CSV from your CRM and import that file.
- You can't edit imported rows in TrueROAS. Change the file and import it again under the same name.