What it does
- Accepts CSV lead files and validates required fields.
- Shows processed, created, duplicate, invalid, and failed row counts when available.
- Keeps recent import history visible after refresh.
Public help guide
Import help
Import helps move existing lead sheets into RevenueLancer with clear feedback and history.
How to use it
- Download or review the expected CSV format first.
- Upload a small test file before importing a large sheet.
- Review row issues and fix invalid rows before retrying.
Common checks
- Viewer access cannot import.
- Import history is scoped to the current business account.
Need business-specific help?
Log in to contact support with your business account context.