Many clients have contacts that would like to import into Lead Pilot. We suggest importing them using the sample.csv, that is available. Usually, when contacts will not import into Lead Pilot, there is a column header that is missing or additional columns' headers.

The following fields are needed in the columns' header to import contacts in Lead Pilot:

first_name
last_name
full_name
email
home_phone
work_phone
mobile_phone

company
address_line1
address_line2
city

country_iso
state
zip_code
subscribed
type
notes

Blank cells or fields not containing data are accepted for importing. Contacts without email addresses will be ignored and will not import into Lead Pilot.

Need help with CRM integration? Reference our Redtail or Wealthbox articles instead.

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