1
Upload
2
Map Columns
3
Preview
4
Confirm
5
Results
Step 1: Upload CSV
Drag & drop your CSV file or select one from your computer. Max file size: 5MB. Supported format: .csv
Drag & drop your CSV file here
or
Browse Files
File Name
—
File Size
—
Rows Detected
—
Import History
Date
File Name
Records
New
Merged
Skipped
Status
Mar 1, 2026
qatar_leads_q1.csv
342
298
31
13
✅ Complete
Feb 22, 2026
saudi_tech_companies.csv
1,204
1,089
87
28
✅ Complete
Feb 15, 2026
uae_finance_sector.csv
856
712
102
42
✅ Complete
Feb 8, 2026
europe_expansion_list.csv
2,340
2,156
134
50
✅ Complete
Jan 28, 2026
gcc_manufacturing.csv
1,567
1,401
112
54
✅ Complete
Step 2: Map CSV Columns
Match your CSV headers to CRM fields. Auto-mapping has been applied where possible.
email_address
→
REQ
first
→
REQ
surname
→
✓
mobile
→
✓
title
→
✓
corp
→
✓
sector
→
✓
location
→
✓
li_url
→
✓
notes
→
Step 3: Preview Import
Review how records will be processed. Adjust before confirming.
412
🟢 New
48
🔵 Merge
3
🔴 Blocked
12
⚠️ Invalid
12
🟡 Duplicate
#
Email
First Name
Company
Country
Status
1
sara.ahmed@newcorp.ae
Sara
NewCorp FZE
UAE
🟢 New
2
james.murphy@gulffinance.sa
James
Gulf Finance Corp
Saudi Arabia
🔵 Merge
3
ali.hassan@adnoc.ae
Ali
ADNOC
UAE
🔴 Blocked
4
invalid-email-format
Khalid
—
—
⚠️ Invalid
5
fatima@techstart.qa
Fatima
TechStart Qatar
Qatar
🟢 New
6
omar@petroplus.bh
Omar
PetroPlus
Bahrain
🟢 New
7
sara.ahmed@newcorp.ae
Sara
NewCorp FZE
UAE
🟡 Duplicate
8
hans@munich-tech.de
Hans
Munich Tech GmbH
Germany
🟢 New
9
blocked@competitor.com
Mark
Competitor Inc
UK
🔴 Blocked
10
anna@rotterdam-ind.nl
Anna
Rotterdam Industries
Netherlands
🟢 New
Showing 10 of 487 records
Step 4: Confirm Import
Review the import summary before executing.
File
leads_march_2026.csv
Total Records
487
Records to Import
460 (412 New + 48 Merge)
Records Skipped
27 (3 Blocked + 12 Invalid + 12 Duplicate)
Territory Assignment Preview
Territory
Rep Assigned
New Leads
UAE
Maria Khan
124
Saudi Arabia
John Davis
98
Qatar
Maria Khan
45
Bahrain
Omar Khalid
32
Kuwait
Omar Khalid
18
Netherlands
Fatima Hassan
42
Germany
Fatima Hassan
38
Oman
⚠️ Unassigned
15
Other
⚠️ Unassigned
48
⚠️ 63 leads will be unassigned — no rep mapped to Oman (15) and Other countries (48). These will appear as Pending Actions for SM.
412
New Leads Created
48
Existing Leads Updated
27
Leads Skipped
23
Companies Auto-Created
Detailed Breakdown
Metric
Count
Total records processed
487
New leads created
412
Existing leads merged
48
Blocked emails skipped
3
Invalid records skipped
12
Duplicates removed
12
Companies auto-created
23
Leads auto-assigned
397
Leads pending assignment
63
⏱️ Time taken: 4.2 seconds