LEAD IMPORT · MAY 2026 · CSV / XLSX · INTERNAL OPS
Import command cockpit 5-step flow · Upload → Map → Validate → Preview → Import
Bulk-import leads into Sales & CRM from CSV or Excel. Importing a lead does not auto-create a Customer · lead remains a lead until won. Vehicle interest can be free text · exact stock allocation happens later at Vehicle Matched (stage 3). Duplicate detection runs on mobile + email · existing leads can be skipped, updated, or linked as new entries. No bulk customer messaging · no campaign automation · no external CRM sync.
CSV / XLSX SUPPORTEDLEAD ≠ CUSTOMERINTERNAL OPERATIONS ONLY
STATUS
Step 2 of 5
Mapping fields · 12 of 14 columns mapped
FILE
leads-may.xlsx
4.2 MB · 248 rows detected · 14 columns
VALID
231
of 248 rows · 93% · ready to import
DUPLICATES
14
11 mobile match · 3 email match · review below
ERRORS
3
2 missing source · 1 invalid mobile · fix & re-validate
Import flow · 5-step stepperUpload → Map → Validate → Preview → Import
step 2 of 5 activeUploadleads-may.xlsx · 4.2 MB · 248 rows
2
Map fields12 of 14 columns mapped · 2 to confirm
3
Validaterun dedup & field checks
4
Previewreview before commit
5
Importcommit · audit-logged
Field mapping14 source columns → eAuto schema · 12 auto-mapped
customer_namesource column · 248 values
Display Namerequired · text
automobile248 values · UAE format
Mobile (masked in UI)required · dedup key
autoemail241 values · 7 blank
Emailoptional · dedup key
autovehicle_interestfree text · 248 values
Vehicle Interest (free text)optional · stock allocation later
autoBudget · UAE Dirhamnumeric · 198 values
Budget (UAE Dirham)optional · numeric
autosrc11 distinct values · enum?
Lead Source (11 standard)required · maps to enum
confirmcreated_at248 ISO timestamps
Created Dateoptional · timezone Asia/Dubai
confirmbranch4 distinct: YM, SZ, DM, RM
Branchrequired · 4 branches enum
autoowner8 distinct usernames
Lead Ownerrequired · 8 owners
autorepoptional · 196 values
Assigned Salesperson (≠ Owner)optional · 14 reps
autointernal_idsystem column · ignored
—skipped at import
skiptrn3 values · individual lead
—skipped · individual TRN not stored
skipDuplicate handling14 matches detected · choose policy
14 dupesImport previewfirst 5 of 231 valid rows · review before commit
231 valid · 14 dupes · 3 errors1
Maryam Al Owais · Walk-in+971 50 ••• 38 24 · Mercedes G63 interest · Yas Mall · K. Ahmed · created today
READYnew
2
Khalifa Al Nuaimi · Referral+971 55 ••• 17 09 · BMW X5 interest · SZR HQ · S. Karim · created today
READYnew
3
Omar Al Zaabi · Paid Ads+971 52 ••• 92 41 · Range Rover Sport · Dubai Marina · M. Hamoud · created today
READYnew
4
Fatima Al Suwaidi · Repeat customer+971 50 ••• 12 34 · duplicate of L-26198 · skip policy applies
DUPEskip
!
Row 47 · missing sourcecustomer_name OK · mobile OK · source enum mismatch · fix required
ERRORblock
Permission & audit · internal use only
Import is restricted to Lead Owner + Branch Manager + Sales Manager roles. Every import is audit-logged with the importer's user ID, source file hash, row count, duplicate handling policy, and a 30-day rollback window. Imported leads do not auto-create Customer records · they remain leads until won. Vehicle interest is free text at import · exact stock allocation happens later at the Vehicle Matched stage. No bulk customer messaging · no campaign automation · no external CRM sync claim.
Data rules6
- Lead import does not auto-create Customer records · lead remains a lead until won
- Vehicle interest is free text at import · stock allocation happens later at Vehicle Matched
- Duplicate detection on mobile + email · skip / update / create-new-linked policies available
- No bulk customer messaging · no campaign automation · no external CRM sync claim
- No individual customer TRN column accepted · individual TRN columns are skipped at import
- Every import is audit-logged · 30-day rollback window · Lead Owner+ permission required