Import data from external Excel
Import data from an Excel file to create all your team's cards in a single operation.
鈿狅笍 Important: You need Team Manager enabled.
Requirements
- Team Manager enabled
- An Excel file (.xlsx or .csv)
File format
| Column | Example | Required |
|---|---|---|
| Name | Mar铆a Garc铆a L贸pez | Yes |
| Description | Sales Director | No (recommended) |
| [email protected] | Yes | |
| Phone | +34 612 345 678 | No (recommended) |
| linkedin.com/in/mariagarcia | No |
If you have already added a custom field, it will also be available to import.
How to import
- Go to Cards > Settings > Import
- Choose your Excel file, or copy and paste the data directly
- Map the columns of your Excel to the Lead2Team fields
- Check the preview
- Confirm the import
馃挕 Tip: Download the import template from Lead2Team to make sure you have the right columns.