File Format

Use this CSV file as a template for your import if you needed.

Importing Prospects

To import a list from a CSV, XLS or .XLSX file do the following:

Map fields

Most fields are automatically mapped; however, check all your fields to ensure the data is mapped to a Lead Liaison field.

Unique Identifier

This is where you can select a unique identifier for matching imported Prospects to existing database. The system will first look for an email address to match identical Prospects. If no matching email is found, then the system will use the settings defined here:

Please note that in this case, system will NOT use Full Name (or First Name and Last Name) if the email address is not provided. Instead, it will use the unique identifier specified here to match Prospects.

You can add a Prospect into an Organization during the import process by mapping a field to the Organization field. The system will add the Prospect to an existing Organization if the Organization Name or Domain match. If there is no match, the system will create a new Organization.

Preview results

The first ten rows of data will be shown in the preview. 


Lead Liaison provides several options to add Prospects to a list, tag them, assign ownership, assign to a Campaign, set a Lead Source, and more. The options you see will vary depending on your product license. Each option is explained below:

The import process gets queued in the system and happens in the background. While the import occurs, you can access other areas of the application so your work is uninterrupted. Check back on your import by navigating to Prospects > Import.

Import over the limit

Our system has the ability to auto-detect if the list of contacts in your uploaded spreadsheet puts you over the allowed Prospects limit for your account. If you proceed with the import, our system will fail additional records that exceed the limit. You can however, view and download a list of any such failed/skipped imports from the import area later on:

Import History

You can view complete history of all of your imports (Prospects, Org, Deal, Custom Objects etc.) on the History page by going to Settings > Import > History:

Download Past Import Files

To download files that have been previously imported do the following:

Viewing Imported Prospects

To view prospects from previous imports do the following:

Filtering Imported Prospects

You can filter Prospects based on their Import date and the name of the Import File they were included on. These filters can be used for Prospects Filters, Segementations, and Automations. 

Viewing Skipped Prospects

Occasionally the system may not be able to import a Prospect. For example, if the Prospect has no name, email, or other unique identifier, the system will not be able to import the record. If the system skips records during your import, you can download them after the import finishes.

On the exported CSV, we include the reason the system skipped the Prospect. Here are some of the most common skip reasons:

If you have any questions as to why the system skipped a record, please contact Lead Liaison Support. 

Overage Alert

If you attempt to import a file that will put your account over your Prospect limit, the system will notify you. 

If you choose to proceed and the import puts you over limit, the system will skip any net new Prospects. It will still update existing Prospects once you hit the limit. 

The system considers every Prospect on your spreadsheet when showing this alert. It does not check the spreadsheet for duplicate or existing Prospects first. For example, let's say your account limit is 75,000 Prospects and you currently have 60,000. If you upload a sheet of 30,000 Prospects but 29,000 are duplicates or already exist, you will still see this warning. Only net new Prospects count against your license, and only Prospects that exceed your license are skipped. 


Validating Email Format on Import

Lead Liaison does validate email address format on import and "skips" records that have an invalid email (missing "@" symbol, missing top-level domain like .org or .com, etc.). In this video we show results of importing two valid Prospect records and two invalid Prospect records:

Setting Lead Owner

Add a "Lead Owner" field to your import CSV file to automatically set (or overwrite) the existing lead owner value in Lead Liaison. 

Please note the value of the Lead Owner could be any of the following:

  1. Lead Liaison username
  2. User's email address as used in their profile
  3. User's full name

The Lead Liaison username is the username used when logging into Lead Liaison. To see your teams usernames look under the "User Name" column on the Managing Users page.

Importing Names

When importing names the First Name and Last Name must be separated into two distinct columns. Here are simple instructions on how to split names using Microsoft Excel

Importing Boolean Fields

When importing a boolean field (1 or 0, true or false, yes or no) the following values are accepted:

When using "0", the imported value will be empty. If you want the imported value to show up as "No" use "false" or "no".

These Lead Liaison Standard Fields are examples of fields that accept boolean values:

Importing Picklist Values

When importing a picklist value Lead Liaison offers three options: