Import data from an Excel file to create all of your team's cards in a single operation.
⚠️ **Important:** You need Team Manager activated.
Requirements
- Team Manager activated
- Excel file (.xlsx or .csv)
File format
| Column | Example | Mandatory |
|---|---|---|
| Name | María García López | Yes |
| Description | Commercial Director | No (recommended) |
| maria@empresa.com | Yes | |
| Phone | +34 612 345 678 | No (recommended) |
| linkedin.com/in/mariagarcia | No |
If you have previously added any custom fields, they will also be available for import.
How to import
- Go to Cards > Configuration > Import
- Select your Excel file or copy and paste the data directly into it
- Map your Excel columns to Lead2Team fields
- Check the preview
- Confirm import
💡 **Tip:** Download the import template from Lead2Team to make sure you have the correct columns.
