From CSV to Insights: Unlock Better Marketing Decisions with the Lead Import Tool

Bringing your lead data into WhatConverts has never been easier. With the Lead Import tool, you can quickly upload leads using a simple CSV file—no development experience, external tools, or complicated integrations required.

Whether you're working with client records, CRM exports, or spreadsheets of customer information, the Lead Import tool helps you centralize your data and get a full view of your marketing performance. The result? You’ll gain clearer insights into which campaigns deliver results, helping you optimize your marketing spend and grow your ROI.

Let’s explore what you can do with the Lead Import tool!

What You Can Do With the Lead Import Tool

1. Import Leads from Any Source: Have lead data stored in your CRM, email lists, or offline spreadsheets? Simply export your data into a CSV file and upload it directly into WhatConverts. This gives you the flexibility to bring in leads from just about anywhere.
2. Centralize Client Data for Better Insights: By consolidating lead data from multiple sources, you’ll get a comprehensive view of your marketing effectiveness. No more jumping between platforms or piecing together data manually.
3. Enhance Reporting & Optimize Marketing Spend: When all your leads live in WhatConverts, you can easily track which channels are performing best. This helps you make smarter decisions about where to allocate your budget for the highest ROI.
4. Empower Your Team—No Technical Skills Required: Anyone on your team can use the Lead Import tool. All it takes is a properly formatted CSV file. No need for developers or third-party tools.

Bonus: If you’re looking for more other solutions, WhatConverts also supports importing data via Endpoints, Webhooks, or our robust API—perfect for integrating with your tech stack!

Setting Up the Lead Import Tool

Getting started with the Lead Import tool is a breeze. Here’s how:

1. Prepare Your CSV File
   • Ensure your CSV file includes all necessary lead information.
   • Follow the correct formatting guidelines. (Tip: Use this Help Article for reference!)
2. Log in to Your WhatConverts Account
   • Navigate to your account dashboard.
3. Go to Lead Management > Import Leads
   • You’ll find the import option in the Lead Management section.
4. Upload Your CSV File
   • Select your prepared CSV file and upload it.
5. Map Your Fields
   • Match the columns in your CSV to the appropriate fields in WhatConverts. This ensures your data is imported accurately.
6. Review and Confirm
   • Double-check your mapping, then confirm the import.
7. See Your Leads Instantly
   • Once imported, your leads will appear in your WhatConverts account, ready for reporting and analysis!

That’s it—simple, fast, and effective.

For more on the Lead Import Tool, check out the guide below.

Help Center: The Lead Import Tool

Need Help?

If you have questions or run into any issues, our team is here for you. Reach out to our friendly support team, and we’ll guide you through the process.

Get in touch today and we’ll walk you through it.