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Import Leads

Import and deduplicate lead lists with field mapping, cleanup rules, and a governed approve step before contacts land in your MAP.

Supported MAPEloquaMarketo

Open Import Leads from Home or go to /agents/import-leads. Like other Agent Studio agents, you work in a chat + panel workspace: upload a CSV, map columns, apply cleanup, preview the effect, then approve the write.

Reusable cleanup lives in Import Leads settings as skills, rules, transforms, and do-not-import checks, scoped to your connection.

Configuring cleanup? Admins author skills and rules under Import Leads settings (/settings/agents/import-leads in the product).

Import Leads workspace with chat and the import panel — **Screenshot needed:** `/images/agent-studio/import-leads/workspace-overview.png`
Import Leads agent at /agents/import-leads after uploading a sample CSV in chat, with the agent proposing an import run and the panel open on the Preview tab showing staged rows and counts. Use a demo instance.

Interactive walkthrough: click through Import Leads step by step.

Before you start

An active default MAP connection
A CSV lead list (header row required)
Optional: a default skill (for example lead hygiene) already configured in settings

Run an import

Open Import Leads

From Home, choose Import Leads, or open /agents/import-leads.

Upload your list

Attach a CSV in the chat. The agent stages the file and proposes an import run.

Map fields

Open the Mappings tab. Match CSV columns to MAP fields. Review AI suggestions and fix unmapped required columns.

Clean and preview

Use the Preview tab and chat chips (dedupe, normalize countries, validate emails, and similar) or apply a skill. Confirm rule effects before they stick.

Approve and import

When the preview looks right, open Import, acknowledge consent, and approve. Contacts write to the MAP only after that confirmation.

Import tab with consent and approve before the write — **Screenshot needed:** `/images/agent-studio/import-leads/import-approve-consent.png`
Import Leads panel, Import tab of a cleaned run, showing the final counts, the consent acknowledgement, and the Approve button before the write. Use a demo instance.

Panel tabs

Tab	Use it to
Preview	See staged rows, counts, cleanup impact, and validation issues.
Mappings	Map CSV columns to MAP fields and resolve suggestions.
History	See what changed on this run: rows removed and values changed, grouped by the rule or cleanup that caused them. Past runs are listed in the history rail.
Import	Final approve step with consent before the write.

Mappings tab matching CSV columns to MAP fields — **Screenshot needed:** `/images/agent-studio/import-leads/mappings-tab.png`
Import Leads panel, Mappings tab, showing CSV columns matched to MAP fields with at least one AI suggestion and one unmapped column visible. Use a demo instance.

Cleanup and skills

During a run you can apply ad-hoc cleanup (remove duplicates, drop free-email domains, require email, and more) or a saved skill that bundles rules and transforms. Skills are authored in settings; applying one on propose can hide redundant chips when that hygiene is already covered.

Do-not-import checks (presence) can drop rows that match contacts you must not import. Configure those lists in settings, then apply them on the run.

Governed writes. Mapping changes, rule confirms, and the final import all require explicit confirmation. You can undo the last staging mutation before approve when the run still allows it.

No connection? Import Leads shows an empty state until you configure an active connection. See Connections.

Import Leads settings

Skills, rules, transforms, do-not-import

Connections

MAP link imports write to

Agents

All agent guides

Agents

Import Leads settings