> ## Documentation Index
> Fetch the complete documentation index at: https://cybernauts.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

{/* Save as 'upload-popup.png' */}

<img className="h-64 block dark:hidden" src="https://mintcdn.com/cybernauts/YpPbgKwEEgbtR4wS/images/upload-popup-light.png?fit=max&auto=format&n=YpPbgKwEEgbtR4wS&q=85&s=505eb2d46cb843f6080c19158f6b0f13" alt="Upload Popup Light" width="1461" height="799" data-path="images/upload-popup-light.png" />

<img className="h-64 hidden dark:block" src="https://mintcdn.com/cybernauts/YpPbgKwEEgbtR4wS/images/upload-popup-dark.png?fit=max&auto=format&n=YpPbgKwEEgbtR4wS&q=85&s=7799b74c8d4a864a9b5c65f2774fb599" alt="Upload Popup Dark" width="1486" height="813" data-path="images/upload-popup-dark.png" />

## 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.                              |

<Note>
  **Phone Number Format:** Flowiz works best when phone numbers include the country code (e.g., `+919876543210` instead of just `9876543210`).
</Note>