Lead Import (CSV)
If you have a backlog of leads in a spreadsheet — from an event, a previous system or a partner hand-over — you can import them into Journeybee from a CSV file. A five-step wizard walks you through choosing the lead type, uploading and mapping your file, and assigning partners, and shows you a per-row result with a downloadable error report when it finishes. Reseller imports can even create deals at the same time.
Where to find it: Go to Leads and click Import (top right, next to Create lead).
Who can use this: Any member of your team. Partners can also import leads from their portal's Leads room.
Before you start
Your CSV can contain up to 500 rows of leads, plus a header row. For larger lists, split the file and run several imports.
The first row should be column headers (for example Company Name, Email, Deal Value).
All leads in one import get the same type and direction — run separate imports for received referrals, sent referrals and reseller leads.
If you use a connected CRM, you can map columns holding CRM record IDs so they are saved on the imported leads.
Step 1: Import Type
Choose what you are importing:
Referral - Received: Leads partners have passed to you.
Referral - Sent: Leads you have sent to partners.
Reseller Leads: Leads belonging to reseller partners. Reseller imports can also create a deal per row.
Step 2: Upload CSV
Upload your file. Journeybee reads the headers and automatically suggests mappings for the fields it recognises — you can adjust them in the Map Fields step.
Step 3: Configure
Partner assignment: Either assign every lead in the file to one partner you pick, or choose a CSV column that names the partner on each row — Journeybee lists each unique value in that column and you match it to one of your partners.
Attribution: Optionally tick one or more attribution sources to apply to every imported lead — see Attribution.
Deal stage (reseller imports only): If your file includes a deal stage column, map each unique value to one of your pipeline stages, or choose not to assign a stage.
Step 4: Map Fields
Match your CSV columns to Journeybee fields. A live preview shows the first row's value for each mapping so you can sanity-check as you go.
Lead fields: Company name, First name, Last name, Email, Phone number, and Tags.
Custom fields: Lead custom fields for the import's partner type — see Custom Fields.
Deal fields (reseller imports only): Deal name and Deal value, plus deal custom fields, to create a deal alongside each lead.
CRM record IDs: Shown only for the CRMs you have connected — map the column holding each lead's (and, for resellers, each deal's) record ID so the imported records are linked to your CRM.
Step 5: Import
Click Start Import. Leads are imported in small batches with a live progress bar. When it finishes, the results screen shows how many leads (and deals) were imported, lists any rows that failed with the reason, and offers a Download Errors report as a CSV so you can fix and re-import just those rows.
Your progress through the wizard is saved as you go — if you close the page mid-setup, you can pick up where you left off within 24 hours, or start fresh with Clear saved data.
Troubleshooting
"CSV file cannot exceed 500 rows." Split your file into chunks of up to 500 leads and import each separately.
Some rows were skipped. A row is skipped when a required custom field has no valid value. Check the error report, fill the missing values in your file, and re-import those rows.
A lead imported but its deal didn't. On reseller imports the lead and deal are created separately — if the deal part of a row fails (for example an invalid deal value), the lead is still created and the deal failure is listed in the error report.
The wizard reopened with old settings. Saved progress is kept for 24 hours. Click Clear saved data to start a new import from scratch.
Good to know
Imported leads are marked as imported in their history, so you can always tell them apart from manually created leads.
Importing does not update existing leads — every row creates a new lead. Check for duplicates before importing.
Partner and contact records are not created by a lead import — to bulk-import partners, see Partner Import (CSV).
For the other ways to create leads one at a time, see Creating Leads.