This guide will show you how to import leads into your WhatConverts account using the Lead Import tool. Whether you're a first-time user or just need a refresher, you’re in the right place.

Here is a video showing how the Lead Import tool works.

Getting Started

To get started, log in to your WhatConverts account and navigate to Profile Settings > Lead Import. This will take you to the Lead Import page.

Step 1: Prepare Your Spreadsheet

The Lead Import tool checks for specific WhatConverts columns, so be sure to include them; otherwise, the import won’t work.

Tip: Download our template from the Lead Import page. It's pre-formatted with WhatConverts columns, allowing you to add your lead data easily.

Step 2: Add Lead Data

Open the template and add your lead data, ensuring everything is in the correct columns. The following columns are required—if any are missing, the import won’t work:

1Lead Type
2Date

Tip: When adding the Date, use the YYYY-MM-DD format.

Step 3: Import Your Leads

1On the Lead Import page, click the Lead Upload button.
2Select your spreadsheet containing the lead data.
3Select a time zone.
4Approve additional costs.
5Click the Check Uploaded File button.

Tip: In this guide, we're focusing on importing new leads. However, there are options for:

• Updating Existing Leads
• Updating Attribution Data

To update existing leads and attribution data, you must include WhatConverts Lead IDs in your spreadsheet.

Step 4: Check Your Uploaded File

On the following page, the fields in your spreadsheet will be mapped to WhatConverts fields. If there are any unmapped fields, you can map them.

1Confirm all of the fields have been mapped and click the Send Lead Data button.

Tip: If fields are left unmapped, they will not be recorded.

Step 5: Upload and Review

1Review the lead data and confirm there are no errors.
2Click the Upload Data button.

Now, head back to your WhatConverts account and open the Leads page. Your leads should appear, complete with all the imported data.

If you have any questions, please contact WhatConverts Support or email support@whatconverts.com