Upload Your Leads

Your Lineage account starts out empty. This walkthrough shows you how to get your leads in, from a CSV file, with automatic field detection and duplicate checking along the way.

Video walkthrough

What this covers

• Ways to add leads — upload a CSV file, forward leads to leads@lineagecrm.com, or bring in a template.
• Automatic column detection — Lineage recognizes the fields in your file and pulls them in cleanly.
• Mapping your data — set the date received, lead source, and lead status, using the values from your file or your own.
• Missing-data check — a heads-up if any leads are missing emails, phone numbers, addresses, or names, so you can confirm your file is complete.
• Duplicate checking — Lineage flags duplicates by name and address as it imports, so you don't end up with the same lead twice.

Need help?

• Browse the rest of our knowledge base for step-by-step guides on each area.
• Use the chat widget in the bottom-right corner of any Lineage page to reach our team.
• Or email us anytime at support@lineagecrm.com.

Updated on: 03/07/2026