.xlsx file anywhere on Leads, or
open Leads → Import and pick it.
- The first sheet with rows in it is imported.
- Columns are matched the way a CSV’s are: “Company Name”, “companyName” and “company” all land in Company.
- Columns ManyPI does not recognize are kept as custom variables, so you can use them in emails.
- A lead with the same email as one you already have is merged, not duplicated.
