Lesson 01 · 4 min 4 min

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 imports from a CSV file —the format any CRM or spreadsheet exports— so you start with your full history, not from zero.

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.

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 one fails, the rest still import, and the error detail appears below with the row number. It is not all-or-nothing.

When it finishes you get three numbers: how many leads were created, how many were skipped, and how many errored. Leads come in UNASSIGNED; you distribute them across your team afterwards, from the pipeline.

Tip: Upload a ten-row file first. Not to check any mapping —there is no mapping step— but to see the error report with little data and fix the big file before you upload it.