Import Leads with CSV

CSV import is the fastest way to bring existing lead lists into Pragma.

Required Columns

wechat_contact,company,message,campaign_label
wei_zhang,Sino Steel,Interested in bridge integration,linkedin-q2-2026
anna@example.com,Example GmbH,Requested a demo,website-demo

Required fields:

Column	Meaning
wechat_contact	Contact ID, handle, or email
company	Company name
message	Source text or context

Recommended optional fields: campaign_label, preferred_language, and notes.

Import

1. Open CSV Import in the sidebar.
2. Upload a file or paste CSV text.
3. Click Preview.
4. Fix validation errors.
5. Click Import.
6. Check Lead Inbox or Pipeline.

After Import

• Run AI analysis for new leads.
• Assign hot leads to a teammate.
• Sync qualified leads to HubSpot, Pipedrive, or Salesforce.