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Importing Leads from CSV

📥 Bring Your External Contacts into Messenger Organizer​

If you have a list of leads or contacts from another platform, a previous CRM, or a spreadsheet, you can quickly import them into Messenger Organizer using the Import feature.

Preparing Your CSV File​

Before importing, you must ensure your data is formatted correctly so the system can read it.

  1. Format Your Spreadsheet
    • Your CSV file must contain exactly two columns: Name and Profile.
    • Ensure the column headers are correct.
  2. Download Sample Document
    • Not sure how to format it? You can click the Download Sample Document link on the Import dashboard to get a pre-formatted template.

Importing Your Leads​

Once your file is ready, the import process takes just seconds.

  1. Go to the "Import" Dashboard
    • From the main left sidebar of your Messenger Organizer dashboard, click on Import.
  2. Choose Your File
    • Click the Choose File button next to "Import .CSV" and select your prepared CSV file.
  3. Review and Tag
    • You will see a list of the imported names and profiles.
    • Use the Choose to tag/folder dropdown menu at the top right to bulk-assign these new leads to a specific folder or apply a tag (e.g., "Jan 2026 Import").
  4. Finalize the Import
    • Click the Import All button to bring them into your CRM.
    • If you made a mistake or uploaded the wrong file, simply click Clear All and start over.

Now your external contacts are securely stored in your visual pipeline, ready for outreach!