Importing CSV/Excel

How to bulk upload your existing customer lists into Flowiz.

If you already have a list of clients (e.g., from an old CRM or a trade show), you can upload them directly.

The Upload Process

1. Navigate to the Leads tab.
2. Click the purple + Add Multiple Leads button on the right side.

File Formatting

For the best results, ensure your Excel or CSV file has clear headers in the first row.

Recommended Header	Description
Name	The full name of the prospect.
Email	Essential for Email Agents.
Phone	Essential for WhatsApp/Call Agents (include Country Code!).
Company	Useful for AI personalization.

Phone Number Format: Flowiz works best when phone numbers include the country code (e.g., [phone] instead of just 9876543210).