Import Data

Import lead data from Excel files to populate your CRM. Supports both Solar Clients and OD Accounts workflows.

Import Process

Upload File
Configure Import
Process & Review

Step 1: Upload Excel File

Upload your Excel file

Drag and drop your Excel file here, or click to browse

Supported formats: .xlsx, .xls (Max size: 10MB)

Uploading... %

Step 2: Configure Import Settings

Choose the workflow that matches your data type

Column Mapping Preview

Excel Column Sample Data Maps To

Step 3: Import Progress

Processing import...

of records processed

Import Completed Successfully

Successfully imported records into the workflow.

Successful
Skipped
Errors

Import Errors