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6 short steps in your portal

How to import your own list of leads

You may already have a list, for example from a show or your own records, and typing it in by hand takes too long. Bulk import on My leads reads your file and shows a preview before anything is saved. Then the people land in My leads in one go, ready for a campaign. The emails are not checked, and a live campaign may start emailing them by itself, so this guide starts with that.

Before you start

Step 1 of 6

1

Check your live campaigns first

Importing sends no email by itself. But a live campaign can pick up your new leads on its own.

  1. Open Campaigns in your portal.
  2. Think of any live campaign that keeps adding new leads, even one your NineTen AI team set up for you.
  3. If you are not ready for it to email your new leads, pause it before you import.
  4. Not sure which campaigns do this? Pause your live campaigns first, or ask your NineTen AI team.
What you should see

Your campaigns, and whether each one is live or paused.

Step 2 of 6

2

Get your file ready

Put one person on each row, with the column names in the first row.

  1. Put the column names in the first row, for example email, company, first_name.
  2. Give every row a company and an email.
  3. Keep everyone on the first sheet. Other sheets are not read.
  4. Check the email addresses yourself.

Step 3 of 6

3

Choose your file and read the preview

Bulk import sits at the right of the filter row on My leads, beside the Add lead button.

  1. Open My leads in your portal and stay on Everyone.
  2. Click Bulk import.
  3. Pick your file in the box named Bulk import leads.
What you should see

A Preview with how many rows were read and how many are ready, and your first 10 rows.

Step 4 of 6

4

Import

One click saves the leads. There is no question first and no undo.

  1. Click the Import button. It shows how many leads are ready.
  2. Wait until the box shows Result. Do not click outside the box.
What you should see

A Result with four numbers: inserted, updated, skipped and failed.

Step 5 of 6

5

Read the result

Each number tells you what happened to the rows in your file.

  1. Inserted means new leads.
  2. Updated means people already in My leads. No copy was made.
  3. Skipped is for repeats, such as the same person twice in your file.
  4. Failed means a row could not be saved.
  5. Click Done.
What you should see

Your new leads at the top of Everyone, sorted Newest first, with the stage Not emailed yet. The counts on the filters may change only when you open the page again.

Step 6 of 6

6

Take out leads you did not want

There is no undo, but you can remove leads.

  1. Tick the leads you did not want in My leads. No tick boxes? Ask your NineTen AI team to remove them.
  2. Click Remove. Confirm when it asks.
What you should see

The leads under Removed. Removed is not deleted.

You can also ask Claude to add a list for you. Before it does, ask it which live campaigns keep adding new leads. For a show list, see the exhibition leads guide.

Stuck? Send us a screenshot on WhatsApp.