Kenzsys

Importing Leads

Use the CSV importer to bring in historical leads from a spreadsheet, an old CRM, or a one-time export. This is the right tool for migrating from another platform or for backfilling leads that came in before you connected an integration.

Lead import interface

Step 1 — Open the importer

Click Leads in the left sidebar. In the top-right corner of the Leads page, click the Import button. The import dialog opens.

Step 2 — Download the CSV template

Click Download template in the import dialog. You'll get a file named kenzsys-lead-import-template.csv with the correct column headers in row 1. Open the file in Excel, Google Sheets, or Numbers.

Step 3 — Fill in your data

The template has four required columns and several optional ones.

Required columns:

  • name — full name of the lead.
  • email or phone — at least one is required per row. Both is better.
  • source — where the lead came from. Use one of: Google Ads, Meta, CallRail, GBP, Organic, Direct, Referral, Manual.
  • date — the date of first contact, formatted YYYY-MM-DD.

Optional columns:

  • practice_area — e.g. Personal Injury, Family Law.
  • stage — pipeline stage to set on import. Defaults to New.
  • notes — any free-text notes the importer should attach to the lead.
  • campaign — name of the campaign that produced the lead.

Date format is strict: Dates must be YYYY-MM-DD (for example 2026-03-15). Excel often reformats dates on save — open the CSV in a text editor to confirm the format before uploading. Other formats will cause the row to error.

Step 4 — Upload the file

Back in the import dialog, drag your CSV into the upload area or click Choose file. Kenzsys reads the file and shows a preview of the first 10 rows so you can verify the columns mapped correctly. If a required column is missing, you'll see a red banner at the top of the preview telling you which one to add.

Step 5 — Run the import

Click Import leads. A progress bar shows how many rows have been processed. For files under 500 rows the import usually finishes in under 30 seconds. Larger files run in the background — you can close the dialog and the import will continue.

What happens after upload

Each row becomes a new lead in Kenzsys. The AI assigns a quality score within a few minutes using whatever signals are available (channel, geography from area code, notes). Imported leads appear in the Leads table with a small Imported badge so you can distinguish them from real-time inbound leads.

No duplicate detection yet: The importer creates a new lead for every row regardless of whether the email or phone already exists in your account. If you're re-importing a file you've already uploaded, delete the previous import first under Settings > Data > Imports.

Common errors

  • "Missing required column: date" — your CSV doesn't have a column named date. Add one and re-upload.
  • "Invalid date format on row 7" — that row's date isn't in YYYY-MM-DD format. Fix the row and re-upload.
  • "Row 23 skipped: no email or phone" — at least one contact method is required. Add an email or phone to the row.
  • "Unknown source: 'Yelp'" — the source value isn't one of the recognized options. Use a valid source or change it to Referral.