Lead Import
Elicia AI offers multiple ways to import your leads, making onboarding fast and flexible. Choose the method that fits your workflow best.
1. CSV Upload
- Download the CSV template from the import page.
- Fill in your lead data (name, phone, email, etc.).
- Upload the completed file to Elicia AI.
Tip: Make sure your CSV matches the template format to avoid errors.
2. CRM Sync
- Connect your existing CRM (e.g., HubSpot, Salesforce) in the Integrations section.
- Authorize Elicia AI to access your lead data.
- Choose which leads to import and start the sync.
Tip: Check your CRM permissions if you encounter sync issues.
3. Manual Entry
- Go to the Leads section in Elicia AI.
- Click "Add Lead" and fill in the required information.
- Save the new lead to your database.
Troubleshooting
- If your CSV fails to import, double-check the column headers and data format.
- For CRM sync issues, ensure your integration is active and permissions are granted.
- Contact support@elicia-ai.com for further help.