Upload Contact List - CloserX.ai Documentation

Upload Contact List

Import thousands of leads instantly. Supports CSV, Excel, Google Sheets, and copy-paste.

1. Prepare Your File

Required	Column Name	Example
Yes	`phone`	`+15551234567`
Yes	`first_name`	`John`
Optional	`last_name`	`Smith`
Optional	`email`	`john@email.com`
Optional	`tags`	`hot-lead, real-estate`

Download template.csv from platform

2. Upload Methods

Method	Steps
CSV/Excel	Drag & drop → Auto-map fields
Google Sheets	Paste URL → Live sync
Copy-Paste	Paste 100+ rows → Instant import

3. Map Fields

Your Column	Map To
`Phone Number`	`phone`
`First`	`first_name`
`Lead Source`	`tags`

Click Auto-Detect to speed up.

4. Client Assignment (Agency)

Upload to Master Account
Clone List → ClientX - Q4 Leads
Assign to Client Portal
Client sees only their leads — no cross-data

Use tags like client-abc to filter in campaigns.