How to import leads from CSV in HelloGrowthCRM
Import up to 50,000 leads from CSV with field mapping, dedupe, and auto-routing. Step-by-step guide for HelloGrowthCRM users.
What this guide helps you do
Follow this article when you want a focused, step-by-step path to complete the task without digging through menus.
Need a broader overview first?
Go back to the Leads & Contacts section to browse more guides, compare related tasks, and choose a better starting point.
View all Leads & Contacts guidesCSV import is the universal way to migrate leads into HelloGrowthCRM — up to 50,000 rows per import with smart field mapping, real-time dedupe, and optional routing on import.
How to use this guide
Read the intro to confirm this is the right workflow, complete the steps in order, then review the common issues and related articles if your setup behaves differently from the standard path.
What you'll need
- •A CSV (UTF-8) file with email or phone per row
- •Recommended: name, company, source, owner_email columns
- •File size under 200MB
- •Pro tier or above to enable auto-routing on import
- 1
Prepare your CSV
Standardize headers (email not Email Address). Save as CSV UTF-8 — matters for Indian-language text.
- 2
Open Leads → Import
Navigate to Leads, click Import top right, choose Upload CSV.
- 3
Drag your file in
Drop CSV onto upload zone. First 50 rows previewed instantly to spot encoding issues.
- 4
Map fields
Auto-mapping handles common headers. Click +Custom field to create new without leaving wizard.
- 5
Set deduplication rules
Email + Phone (recommended), Email only, or Phone only. Phone normalization handles +91, +1, casing.
- 6
Apply defaults
Workspace-wide defaults that fill missing fields: source, status, lifecycle stage, tags.
- 7
Configure routing (Pro+)
Toggle Apply lead routing on import. Imported leads run through active routing rules.
- 8
Run the import
Click Start import. ~1,000 rows/second. Live progress + final summary.
- 9
Spot-check 5 random leads
Open Leads list, filter by Source = your import, click 5 random rows. Bad imports caught now save days.
Frequently asked questions
What's the maximum file size and row count?▾
200MB and 50,000 rows per upload. For larger imports, split or use the bulk API endpoint.
Can I import notes or call history?▾
No — CSV importer is for lead/contact records only. Use the API for activities.
Will my import trigger automation journeys?▾
Only if you toggle Run automations on imported leads. Default OFF.
How do I undo a bad import?▾
Settings → Imports → Roll back. Available 30 days.
Can I schedule recurring imports?▾
Yes via API or Zapier. CSV UI is one-shot only.
Does importing count toward my usage quota?▾
Imports don't count toward API quotas. Imported leads count toward contact storage quota.
Related articles
See it in product
Try it yourself
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Still need help?
If this article does not match your account setup, rollout stage, or edge case, review more guides in Leads & Contacts or contact our team for direct help.
Rushabh leads product strategy at HelloGrowthCRM with a focus on CRM workflows, revenue operations, and practical product design for growing businesses.
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