Bulk-load existing Companies, People, Leads, or Projects from a CSV, XLS, or XLSX file — the tool for migrating from a spreadsheet, or loading a purchased lead list.
Side menu → Utilities → Data Import. Choose the entity type, then upload your file. First row must be column headers.
Every column from your file is listed with a live sample value, and a dropdown to map it to a real field. Columns left as "Ignore this column" are simply skipped.
If you mapped a column to a lookup/dropdown field (like Lead Source or Lead Status), this step shows every distinct value found in your file, how many rows use it, and a dropdown to resolve it to a real ClientManager option.
If your file uses a label ClientManager doesn't have yet (e.g. a Lead Source called "Purchased List" that doesn't exist as an option), click the small + button next to that row to create it on the spot, without leaving the import.
Every row is shown with a checkbox and its resolved preview value. Rows with a validation problem (a missing required field, most commonly) are automatically unchecked and show the specific issue in red — fix your source file and re-upload, or just leave that row unchecked and import everything else.
Click Import [N] Row(s). You'll see how many succeeded vs. failed (with real error details for any failures), plus a direct link to the grid you just populated so you can see the real new records immediately.
Every Person or Lead needs a usable name — map either First Name + Last Name, or a single Display Name column. If your file only has a combined "Full Name" column, mapping it to Display Name is enough; the import splits it into First/Last automatically on the first space.