Adding Leads to Pipeline Using a CSV File

Learn how to bulk upload leads into the Fuse Pipeline via CSV.

Manager-level users can upload leads in bulk to a Pipeline using a CSV file. In this guide, we'll walk you through the step-by-step process of using the .csv uploader to streamline your lead management tasks.

Prepare Your CSV File 📑

Download the CSV lead template from Fuse: Or, click here to download the template.
Line Limit: Your CSV file can contain up to 250 lines. There is a daily limit of 1500 lines, meaning you can upload up to 6 CSV files containing 250 lines each daily.

CSV File Breakdown

The CSV file must be formatted using the column names below. For every required field, there must be data populated within the CSV. Upon upload, Fuse runs a check of the CSV and alerts you to any errors with the file, along with where they are located.
The below table breaks down each column, including whether a column is required for upload and the format needed, if applicable.

Column name	Required for upload?	*Format & Notes (if applicable)*
lead_title	Yes	This is the lead name.
fallback_lead_owner	Yes	If contact_email matches an existing Account, the lead will be connected to that Account. That already-determined Account owner will be the Lead owner. The "Fallback Lead Owner" for all leads must be an enabled user on your workspace, or left blank and it will default to the uploader.
contact_email	Yes	*If the email matches an existing Account in the list the user selects when uploading the CSV, the Lead will be connected to that Account. If the email does not match an existing Account in the list the user selects* when uploading the CSV a new Account will be created, and the Lead will be connected to that Account.** *Only prompted to select a list if you have multiple lists in your workspace.
lead_description	No	Short description of the lead
lead_probability	No	FORMAT: Must be COLD, WARM, or HOT If not filled out in CSV, defaults to WARM.
lead_tags	No	If the tag already exists, it will be applied. If the tag does not already exist, it will be created and applied.
lead_priority	No	FORMAT: Must be LOW, NORMAL, HIGH, or URGENT
lead_due_date	No	FORMAT: Must be YYYY-MM-DD If not filled in, defaults to seven days post-upload of CSV.
contact_mobile_phone	No
contact_first_name	No
contact_last_name	No
contact_business_phone_number	No
contact_home_phone_number	No
contact_company_name	No
product_policy_type	No	If the Product already exists, it will be applied. If the Product does not already exist, it will be created and applied.
product_carrier	No	A carrier is a text note attached to the Product, so this doesn't need to match a specific format or existing list of carriers.
product_premium_amount	No	FORMAT: Must be a number
product_expiration_date	No	FORMAT: Must be YYYY-MM-DD
product_notes	No

Upload Your CSV File 🖥️

In your workspace, navigate to the Pipeline.
Click the down arrow next to the “New Lead” button.
Select “Upload Leads (CSV)” from the dropdown menu.
Browse and upload your file.

CSV File Review Step

The CSV file upload feature includes an interactive step after you select your CSV for import. Within this step, you will be met with a screen wherein you can edit all the fields of your CSV, and address any crucial errors or action suggestions, right from Fuse. This step is platform-standard and will appear even if you have no errors within your CSV file.

Key errors are outlined in red and must be addressed before proceeding to import leads. Fields outlined in gold include tool tips and suggestions for you to take a look at before importing, but they won't stop you from proceeding. That said, it's best to ensure you review those suggestions to get the best experience with the product.

Please Note: If the Fallback Lead Owner field contains a value that is not a match for an active user on your realm, the field will automatically default to the CSV uploader’s user email.

Finally, you're able to add new leads right within this screen, as well as delete leads by clicking the three-dot menu on the left side of a row. Be careful deleting leads! There is no undo option within this step.

As well, any changes made to the data on this screen will not be reflected on your original CSV. When you're working in the CSV file review screen, you're working within Fuse, so your original file will remain untouched.

Validate and Import Leads ✅

Email Validation: The system will automatically validate the email addresses in your list. This process is quick and ensures that your list is clean and valid.
The upload will be rejected if more than 20% of the emails are invalid. You will need to review and clean your list before attempting another upload.
To learn more about this process and educate yourself on lead list best practices, visit our companion Help Center article here.

Successful Upload: If the validation is successful, your leads will be imported into the Pipeline! 🎉

Account Creation Within Pipeline CSV Upload

Fuse is not creating accounts in your AMS. The CSV upload functionality works identically to the way Fuse forms populate leads within the Pipeline.

If there is a lead in your CSV that uses an email address matching an existing account from your AMS integration:

That lead will get connected to that account.
That lead will be owned by that account rep.

If there is a lead in your CSV that uses an email address which does not match any existing accounts from your AMS:

A “disconnected account” will be created on your AMS list within Fuse.
The lead will be linked to this disconnected account.
The lead will be owned by the Fallback Lead Owner.
The account will be owned by the Fallback Lead Owner.
If in the future you create an account in your AMS with that email address, the account will sync to that AMS record. And, the lead will link to that account.

FAQs ⁉️

Can I upload custom fields in my CSV?

No, the CSV uploader does not support custom fields. It must match the .csv template format.

If my CSV list is flagged during validation, does that count against my daily upload limit?

No; only successful CSV uploads will affect your daily upload limit.

Is there a way to bypass the email validation?

No, email validation is a mandatory step to protect your email domain's reputation and ensure deliverability.

Can duplicate leads be created?

If the data on a line in the CSV identically matches an existing lead in the same Pipeline, that lead will not be created.
- That lead will be skipped, and a message will display after the upload is complete:
  “One or more of the leads you imported were identical to existing leads in this Pipeline. These leads have been skipped."
If the data on a line in the CSV identically matches an existing lead in a different Pipeline, the lead will be created! There will be a duplicate lead in two different Pipelines.