Bulk lead Upload
Step-by-Step flow of Bulk Lead Upload in Chakra Sales CRM
Bulk Upload Leads
Use the bulk upload feature to add multiple leads at once using a CSV file. This is useful when migrating data or adding leads in large numbers.
STEP 1: OPEN THE UPLOAD OPTION
Click on the Upload button ⬆️ located at the top-right corner of the lead list.
STEP 2: START A NEW UPLOAD
In the Bulk Changes window, click on ⬆️ New Upload
- Use the sample CSV template template file for data fields
- Track previous uploads in the list
STEP 3: ADD THE CSV FILE
Add the CSV file using one of these methods:
3-Step Process:
- Upload Data
- Match Columns
- Review Data
- Click to upload
OR
- Drag the file to this area to upload
Note: Only CSV files are supported.
STEP 4: EDIT BULK CHANGES (MAPPING)
The uploader automatically picks and matches the fields from your CSV file with the relevant Chakra lead fields (attributes).
You can:
- Edit the mapping of the CSV header name with the Attribute Name in Chakra if required
- Choose Keep Column or Ignore Column to selectively add only specific fields from the file
STEP 5: SUBMIT FOR UPLOAD
Click Submit.
STEP 6: REVIEW AND COMPLETE
Review the details and click Submit for Completion.
STEP 7: VERIFY THE UPLOADED LEADS
The leads should have been uploaded successfully.
To check the uploaded leads:
- Click Refresh
- Check the added bulk leads in the lead list.
SUMMARY
1. Click Upload button (⬆️) on top-right of lead list
2. Click New Upload
3. Add CSV file (click or drag)
4. Edit field mapping if needed
5. Click Submit
6. Click Submit for Completion
7. Click Refresh to view bulk leads in lead list