Import leads from a spreadsheet (CSV)

If you already keep customer enquiries somewhere else, such as a spreadsheet or another listing site, you can bring them into Zinola as leads. Save or export them as a CSV file, with a header row at the top.

Import on the website

1. Open Leads › Import a CSV

   On the website, open your business and go to the Leads tab.

2. Paste the CSV

   Copy the rows from your spreadsheet, including the header row, and paste them into the box.

3. Tap Import

   You'll see how many leads were imported.

Import in the app

1. Open More › Channels

   Find Leads from a spreadsheet under Import.

2. Tap Choose a CSV

   Pick the file from your phone.

3. Check the result

   It says how many were imported, and how many rows were skipped because they had no name or number.

How to lay out the file

The first row names the columns. Column order and capital letters don't matter.

For example: name,phone,message then Sundar R,+919884421107,Rewiring quote.

• Each row needs at least a name or a phone number. Rows with neither are skipped.
• Any other column, such as “Area” or “Budget”, is kept on the lead as a labelled field.

After importing

Imported leads show Imported as their channel and start as New. Replying works as usual: by email or SMS if the row had those. See Reply to a lead.