2 min readUpdated Oct 5, 2026customers, import, contacts
Import Customers
Bulk-import contacts into LeadPattern from a spreadsheet — map columns to fields, including phone number, name, tags and custom fields.
When you already have a list of contacts, import them in bulk from a spreadsheet instead of adding each one by hand. LeadPattern reads your file and creates a customer from every row.
Import from a spreadsheet
1
Prepare your file
Build an xlsx with a header row and one customer per row. Include the phone number and any fields you want to import.
2
Open Customers and start an import
Go to Customers and choose to import.
3
Upload the file
Select your spreadsheet. LeadPattern reads the rows and shows the columns it found.
4
Map columns to fields
Match each column to a customer field — phone number, name, custom fields and tags.
5
Run the import
Confirm, and your customers are created in the background.
Preparing a clean file
- Phone number in full international format, in its own column — this is required to message a customer.
- One row per person with a clear header row so mapping is obvious.
- Columns for any custom fields you've set up, so the data lands in the right place. See Custom fields
After importing
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