Import stored leads, manage custom fields, export records, and send data to external systems.
Preparing an import
Clean imports start with consistent fields and a small test file.
- Use clear column names that match the fields you expect to store.
- Remove obvious duplicates before large imports when possible.
- Import a small sample first and review the results.
- Confirm custom fields before loading the full file.
Working with stored leads
Stored leads can be reviewed, segmented, exported, or posted to external systems depending on your workflow and permissions.
When imports need support
Send the file format, expected field mapping, import size, source name, and any error message shown in the platform.
Need more help?
Email support@pingtree.com with your organization name, campaign name, lead ID if available, and a short description of what happened.
Email support