Upload Leads - ECS Leads

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CSV files only

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Merge with Existing Data

Smart update: Updates existing leads (by Date + Company + Contact) and adds new ones

Overwrite All Data

⚠️ Replace all existing leads with the uploaded CSV data

📋 CSV Format Requirements:

Expected CSV format: Date, AM, Status, Quality, Source, Type, Frequency, Company Name, Contact Name, Contact Number, Email, Address, City, State, Zip, Notes
Date format should be M/D/YYYY (e.g., 1/15/2025)
Make sure your CSV file has headers in the first row

🔄 Merge Details: Leads matching Date + Company + Contact will have their AM, Status, Quality, Type, and Notes updated. All other leads will be added as new records.

Upload Lead Data

📋 CSV Format Requirements: