Importing leads

Mautic offers the ability to import leads from other sources via CSV file - this is a great way to get up and running quickly if you need to import a lot of leads at once.

To use the import facility, make sure that you first have all the fields set up under 'Manage fields' which correspond to the information you are importing - you don't want to lose any data if at all possible.

Once you have created all the lead fields, click on the dropdown arrow to the right of the Quick Add Lead button, and select 'Import'.

Upload your CSV file, and ensure that you match the delimiter, enclosure and escape characters so that the importer can understand the data.

When you click on 'Upload' you will have the opportunity to match the fields found in the CSV file to the fields that you have in Mautic, which will allow the data to be correctly imported.