> ## Documentation Index
> Fetch the complete documentation index at: https://docs.closerx.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Upload Contact List

> Bulk upload thousands of leads in seconds — CSV, Excel, or copy-paste.

## Upload Contact List

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

***

<CardGroup cols={1}>
  <iframe width="720" height="400" src="https://www.loom.com/embed/bulk-contact-upload" title="Bulk Contact Upload Guide" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen />
</CardGroup>

***

### 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)

1. **Upload to Master Account**
2. **Clone List** → `ClientX - Q4 Leads`
3. **Assign to Client Portal**
4. Client sees **only their leads** — no cross-data

***

<Tip>
  Use **tags** like `client-abc` to filter in campaigns.
</Tip>