Bringing customers over (Leap, Excel)

1. Go to Import (from Customers, or the dashboard’s setup strip).
2. Upload the file: the Leap Customer Listing Report, or any Excel or CSV file.
3. Which column is which: check each field is matched to the right column.
4. Stages and Kinds of work: match the old system’s names to yours.
5. Check the preview, then Import.

People already in the system (same email with the same name or street, or the same phone) are matched instead of added twice. Extra phone numbers, a different billing address and the old sales rep go into the customer’s notes.