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  • LeadBoxer โ€” Lead Data Platform โ€”Documentation
  • ๐Ÿ› ๏ธGetting Started
  • Lead Management Workflow
    • Cold outbound email campaigns
  • How does it all work?
  • ๐Ÿ—๏ธFundamentals
    • Leads & Accounts
      • Lead card: Complete lead details in one page
      • Batch operations
    • LeadBoard
    • Reports
    • Definitions & Glossary
    • Elements
      • Filters
      • Segments
      • Workflow Automation
      • Notifications
      • Users
      • Datasets
      • Clients (agents)
      • Lists
      • Enrichment
      • Leadscore
      • Lead & Account Tags
      • Import & Export
        • Upload Leads
        • download data
        • LinkedIn Matched Audiences export
        • Custom Properties
        • LeadBoxer User Interface Placeholder Names
      • Roles & Permissions
  • ๐ŸงฉIntegrations
    • ๐ŸŒWebsite
      • Lead Tracking Pixel
      • WordPress plug-in
        • track my WordPress user logins?
      • Google Tag Manager (GTM)
      • Drupal module
      • Gravity Form Tracking
      • Change website content based on behaviour
      • Track meta data using JSON-LD
      • Cross device tracking
      • Tracking marketing campaign data (UTM tags)
      • UTM tags for Google Adwords
      • How to track user logins
      • Automatic form tracking
      • Manual form tracking
      • How to get (raw) lead data
      • Magento
      • Adobe Tag Manager
      • Unbounce landing pages
      • Tracking pixel into Wix
    • โœ‰๏ธEmail
      • Individual emails
        • Gmail Email tracking
        • G Suite email tracking
        • Official Outlook Add-in
        • Advanced Outlook Add-in
        • Manually Identify leads using email
        • Legacy Outlook plugin
        • Linkedin InMail or Invite Link Tracking
      • marketing emails
        • 1. Setup Tracking Pixel
        • 2. Track Email Opens
        • 3. Track Email Clicks
        • Mailchimp
        • HubSpot
        • Sharpspring
        • ActiveCampaign
        • Pipedrive Campaigns
        • Eloqua
        • Copernica
        • Intercom
        • Mailup
        • Brevo
        • Poppulo
        • Reply.io
        • Spotler mail+
        • Prospect.io
        • Woodpecker
        • Instantly
        • Mailerlite
        • Lemlist
        • Autopilot
        • Constant Contact
        • dotdigital
        • Apollo.io
        • LaPosta
        • Customer.io
        • Campaign Monitor
        • QuickMail
        • Outreach
        • Mail Merge (MS Word)
    • Other
      • Active Campaign
      • HubSpot
      • Marketo
      • LinkedIn
        • LinkedIn job titles search
      • Google Places
      • Calendly
      • How to get LeadBoxer data into Intercom
      • Zapier
        • Advanced Zapier usage
        • Zapier webhook
        • Connect Leadboxer to Pipedrive with Zapier
        • Connect Leadboxer to Slack with Zapier
        • Connect Leadboxer to Salesforce with Zapier
      • Pipedrive
        • Pipedrive Workflow Automation with LeadBoxer
      • Whatagraph
      • Google BigQuery
      • Single Sign On (SSO)
  • ๐ŸฆฎGuides
    • Creating your first Segment
    • Creating your first LeadBoard
    • How to add a user
    • How to upload a List (ABM)
    • How to add a datasets
    • How to create a notification
    • How to set your Leadscore
    • How to hide & unhide Leads
    • Filter Leads from ad campaigns
    • How to create a Workflow Automation
    • How to mask IP addresses
  • ๐Ÿ†Solutions
    • Lead Identification
    • Lead Qualification
    • Lead Managment
  • Extras
    • Changelog
    • Email tracking info
    • linkedIn industries
    • LeadBoxer reseller getting started
    • How to contact leads
    • LeadBoxer cookies
  • Terms of Service
  • Privacy Policy
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  1. Fundamentals
  2. Elements
  3. Import & Export

Upload Leads

PreviousImport & ExportNextdownload data

Last updated 2 years ago

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You can upload your leads by using the upload feature directly on the page.

  1. Start by downloading the sample CSV file, to see how the list needs to be structured. The most important fields is companyDomain, as this is the best way for us to enrich your leads with firmographic data.

  2. Paste your leads into the sample file or format your list int the right format and store locally.

  3. Set the tags that you want these leads to have. It is good practice to tag them with a generic imported tag but also with a specific tag like event-2023 so you can later easily select and edit them.

  4. Select your CSV file with the Leads to upload.

  5. Click Upload.

Once you have hit upload, your list will be processed in the background and depending on the size it will be done in a few minutes.

Leads will appear in the Leads & Accounts page, and can also be put automatically on your if you have set this up via an automated LeadBoard import or via .

๐Ÿ—๏ธ
LeadBoard
Workflow Automation
Leads & Accounts