Move your client spreadsheet into LeadPilot
Last updated October 10, 2026
Prepare a CSV, review duplicates and keep a recovery copy.
Keep your original file
Make a copy before changing columns. Use company, contact, email, phone, service, inquiry, budget, currency, status, priority, source, follow_up and notes. A company or client name is required.
Review the import
Upload CSV in Settings or Clients. Review the proposed records before confirming. Duplicate checks help identify matching names and email addresses; they are not a guarantee that every duplicate is found.
Export a full backup
CSV is a contact list. A full JSON backup also preserves proposals, activity and configuration. Save drafts before exporting. Restoration replaces the workspace and can change public links, so check links after restoring.