Import your leads by CSV
Bring in years of contacts without typing one by one.
Before you work a single lead, you need your whole base inside. Galilei Hub imports from a CSV file (the format any CRM or spreadsheet exports) so you start with your full history, not from zero.
Only whoever runs the brokerage sees the "Import CSV" button: broker, agency admin and, on Galilei Libre, the realtor working on their own. An agent does not import; they get imported to.
Step 1: download the template
The "Import leads from CSV" dialog starts by offering you a template. Download it even if you already have your file: it saves you guessing what the columns are called.
- The only required field is "Name" plus at least one contact column: "Phone" or "Email." You don't need both.
- Every other column is optional.
- It recognizes headers in Spanish and English interchangeably, so you don't have to translate the export from your previous CRM.
- The "Stage" column accepts the standard stages, not the ones your brokerage invented: a lead carrying a custom stage in the file makes that row fail. Leave it empty and it lands in the first stage.
- The "Source" column has to match one in your brokerage's catalog. Type one that does not exist and the row fails; leave the column out and the lead comes in as "Contact list."
Step 2: upload your completed file
Up to 25 MB per file. Each row is validated separately, and that is the part that matters: if a row is badly written (no name, a source that does not exist, an impossible date), the rest still import and the error detail appears below with its row number.
When it finishes you get three numbers: how many leads were created, how many were skipped, and how many errored. "Skipped" means blank rows in the file, not repeated contacts. Leads come in UNASSIGNED; you distribute them across your team afterwards, lead by lead.
There is no duplicate detection
Better to know now than later: the platform does not compare against what you already have. Upload the same file twice and you will have every contact twice, and cleaning that up afterwards is hand work. Before you upload, check that the export does not include what you already imported last month.