How do I import my leads into a new CRM?

Most CRM migrations start with a CSV file. Export your leads from your current CRM or spreadsheet, ensuring you include all relevant fields: name, email, phone, source, status, and any notes. This CSV is the bridge between your old system and new one.

Before importing, map your fields. Your old CRM might call it "Company" while the new one calls it "Business Name." Most CRM import tools let you map columns during the import process. Take a few minutes to get this right so your data lands in the correct fields.

Long Drive Leads supports CSV import for lead data. Upload your file, map the columns to the appropriate fields, and your historical leads appear in your pipeline. You can also add leads manually or through the API if you prefer to start fresh with only active prospects.