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Import CSV and Excel data

Create a Sheet from a CSV or Excel file with the Leadbase assistant.

Leadbase imports data through the assistant so that the new Sheet, its columns, and its values can be checked together. CSV, XLSX, and XLSM files are supported.

Import a file

  1. Open the file import action from the workspace or a destination folder.
  2. Choose the private or team destination that should own the new Sheet.
  3. Select the CSV or Excel file.
  4. Leadbase creates a new Sheet and opens the assistant with the file attached.
  5. Review the assistant’s proposed structure and imported values before continuing.

Review before you rely on the data

The assistant reads displayed or cached spreadsheet values. If a workbook has multiple data-bearing tabs and the intended tab is unclear, it asks before it chooses one. It does not execute workbook macros, embedded scripts, external links, or instructions stored in the file.

Confirm column names, value types, and a small sample of rows in the new Sheet. Ask the assistant to correct a mapping before you use the data for enrichment, sharing, or automation.

See Columns and Sharing a Sheet.