From CSV to Insights: Unlock Better Marketing Decisions with the Lead Import Tool

The most successful agencies—think 12.4X ROAS, 90% lower cost per conversion, 336% more quality leads—have one thing in common: they all qualify, categorize, and value their leads in WhatConverts.

But what happens if that qualification and value data is captured somewhere else, like a CRM or order management system? How do you get that data into WhatConverts?

Simple—The Lead Import Tool. Just upload a CSV of your data, and this tool automatically updates existing leads with sales and qualification data. It can even add in new leads. With this enriched data, you’ll gain clearer insights into which campaigns deliver results so you can optimize your spend and grow your ROI.

What You Can Do With the Lead Import Tool

1. Update Lead Data from Any Source: Have lead data like sales value stored in your CRM, email lists, or offline spreadsheets? Simply export your data into a CSV file and upload it directly into WhatConverts. The tool matches lead ID, email, and/or phone numbers in the CSV with your WhatConverts leads and updates data like sales value automatically.
2. Enhance Reporting & Optimize Marketing Spend: When qualification and sales data live in WhatConverts, you can easily track which channels are performing best by quotable leads and sales value. This helps you make smarter decisions about where to allocate your budget for the highest ROI.
3. Empower Your Team—No Technical Skills Required: Anyone on your team can use the Lead Import tool. All it takes is a properly formatted CSV file. No need for developers or third-party tools.

Bonus: If you’re looking for more other solutions, WhatConverts also supports importing data via Endpoints, Webhooks, or our robust API—perfect for integrating with your tech stack!

Resource: How to Use Lead Qualification to Optimize Your Marketing

Example: Updating a Client’s Lead Data with Sales Value from QuickBooks

Let’s say you run the marketing for an HVAC repair company. You use WhatConverts to track their leads, but you also know that adding sales value to your leads would unlock countless reporting and optimization insights.

The problem is the client tracks their sales in QuickBooks and just doesn’t have the time to update the values in WhatConverts.

That’s where the Lead Import Tool comes in.

Rather than asking the client to update their data, you just ask for a CSV of their sales in QuickBooks for the last month. Then, you upload the file to the Lead Import Tool. In seconds, the tool cross-references contact info and updates your WhatConverts data to include sales numbers.

All in all, the process took less than 5 minutes. And now, you have detailed reporting like this:

And this:

Now you can make optimization decisions based on value, not just lead quantity.

Resource: Lead Value in Proving Marketing ROI for Service-Based Businesses

Setting Up the Lead Import Tool

Getting started with the Lead Import tool is a breeze. Here’s how:

1. Prepare Your CSV File
   • Ensure your CSV file includes all necessary lead information.
   • Follow the correct formatting guidelines. (Tip: Use this Help Article for reference!)
2. Log in to Your WhatConverts Account
   • Navigate to your account dashboard.
3. Go to Profile Settings > Import Leads
   • You’ll find the import option in the Profile Settings section.
4. Upload Your CSV File
   • Select your prepared CSV file and upload it.
5. Map Your Fields
   • Match the columns in your CSV to the appropriate fields in WhatConverts. This ensures your data is imported accurately.
6. Review and Confirm
   • Double-check your mapping, then confirm the import.
7. See Your Leads Instantly
   • Once imported, your updated lead data will appear in your WhatConverts account, ready for reporting and analysis!

That’s it—simple, fast, and effective.

For more on the Lead Import Tool, check out the guide below.

Help Center: The Lead Import Tool

Need Help?

If you have questions or run into any issues, our team is here for you. Reach out to our friendly support team, and we’ll guide you through the process.

Get in touch today and we’ll walk you through it.