Contacts - How to Import a Spreadsheet

When importing potential Leads, you can enter large amounts of information into the system, saving time and making it easier to manage and work with these contacts.

Check the steps below to carry out this procedure:

1. Access the feature "Contacts": Through “Find Services”. Or just type the name, and the function appears.

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📄 Instructions for Spreadsheet Import in SprintHub

To ensure that the import of leads or companies occurs correctly, carefully follow the instructions below:

📌 Spreadsheet Structure

• The spreadsheet columns must be exactly the same as the "aliases" of the custom fields of the company or lead you want to import.

• To make it easier, download the template spreadsheet with the aliases already configured by clicking the button “Download Template Spreadsheet”.

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📞 Format for Phone Fields

• For fields of the type Phone, use the format: Country code + area code + number Example: 5511999999999

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📅 Format for Date and Date/Time Fields

• Enter the date format in the spreadsheet or select the option “I will not import dates” if you do not want to import this data.

• We recommend the ISO format for all dates: Example: 2025-01-01T03:00:00.000Z

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👤 Specific Fields

• Responsible (owner): Enter the user ID responsible for the lead or company.

• Photo (photoUrl): Insert a valid URL for the image.

• Points (points): Define the number of points assigned to the company or lead.

• Creation Date (createDate): Use it to import the backdated creation date. If you do not fill in this column, the system will record the current date.

• Tags (tags): List the tags separated by commas. They will be automatically created and associated with the lead. Example: New Client,Priority Lead

• Company (company): Enter the name of the company associated with the lead. If it does not exist in the system, it will be created automatically.

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🔄 Updating Existing Leads

If you want to update one or more leads already registered in SprintHub:

• Add a column called id in the spreadsheet.

• Enter the ID of the existing lead in the corresponding field.

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✅ Final Tip

Always review your spreadsheet before importing to avoid errors and ensure that all fields are in the standard required by the system.

Conclusion

By following these instructions correctly, you ensure that the import of your leads and companies into SprintHub happens quickly, in an organized way, and without errors. Use the template spreadsheet as a reference and pay attention to the formats required for each type of field.

This feature makes mass contact management easier, optimizing your time and keeping your data always up to date in the system.

If you have any questions, consult our support material or contact SprintHub support.