Feature

Lead Import

Upload your existing lead database in under five minutes. Visual field mapping, no data loss, no reformatting.

Overview

Nexora Suite's lead import lets you upload an Excel or CSV file, map your columns to CRM fields in a visual interface, and import thousands of leads in a single pass. Custom fields preserve any data that doesn't fit standard CRM columns.

Key Benefits

Drag-and-drop upload

Upload an .xlsx or .csv file in seconds. Nexora Suite parses the headers and shows you a preview before any data is written, so you can catch mistakes early.

Visual field mapping

Map 'First Name' in your spreadsheet to 'name' in the CRM with a dropdown. No templates to configure, no rigid schemas — just drag-and-drop column matching.

Custom data preserved

If your spreadsheet has columns that don't match standard CRM fields, Nexora Suite creates custom fields for them automatically. Your unique data stays with the lead.

How It Works

  1. 1

    Export from your current tool

    Download your leads from HubSpot, Pipedrive, Google Sheets, or Excel as a .csv or .xlsx file.

  2. 2

    Upload to Nexora Suite

    Drag the file into the import dialog. Nexora Suite parses it and shows a preview of the first 10 rows.

  3. 3

    Map your columns

    Match each spreadsheet column to a CRM field. Unmatched columns can be imported as custom fields or skipped entirely.

  4. 4

    Confirm and work your leads

    Hit import. Within seconds your entire lead database is ready to assign, filter, and move through the pipeline.

Every CRM migration hits the same wall: getting existing data in. If the import tool is clunky — rigid templates, mandatory fields, no custom data — teams give up and paste leads in by hand over weeks, losing deals in the process. A good lead import tool should feel like dragging a file onto a web page, not like learning a new schema language.

Nexora Suite's lead import is built for the common case: you have a spreadsheet, it has columns that almost match CRM fields, and you want to get it in fast. Upload, map, confirm — done. If your spreadsheet has weird columns (policy numbers, MLS IDs, internal tags), Nexora Suite creates custom fields for them so nothing is left behind.

The import tool handles files up to several thousand rows comfortably. For very large imports (10,000+ rows), split the file into batches for faster feedback — but there's no hard limit. Once imported, leads immediately appear in the shared pool, ready to assign and work.

Common Use Cases

  • Migrating from HubSpot, Pipedrive, or Zoho into Nexora Suite
  • Consolidating lead lists from multiple team members into one system
  • Bulk-importing attendee lists from events and trade shows
  • Onboarding a new sales hire with their existing book of business

Try Lead Import in Nexora Suite

If you've been putting off a CRM migration because the last one was painful, Nexora Suite's lead import is designed to make the next one fast. Drag, map, confirm — your whole database is live in five minutes, not five weeks.

Get Started Free

Frequently Asked Questions

What file formats are supported?▾
Nexora Suite accepts .xlsx (Excel) and .csv files. Google Sheets users can download their sheets as .csv via File → Download.
How does import handle duplicate leads?▾
All rows in your file are imported. To avoid duplicates, clean your spreadsheet before uploading — remove or merge rows for the same contact. After import, you can use search and filters to catch any duplicates that slipped through.
Can I import into a specific pipeline stage?▾
Yes. If your spreadsheet has a 'stage' column, map it during import and leads will land in their correct pipeline position. Otherwise, all imported leads start at the default stage.

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