Map your CSV columns to SalesSheet fields
We auto-matched 4 columns. Review the mappings and adjust as needed.
| CSV Column |
|
SalesSheet Field |
Status |
| first_name |
→ |
|
✓ Auto-matched |
| last_name |
→ |
|
✓ Auto-matched |
| email_address |
→ |
|
✓ Auto-matched |
| company |
→ |
|
✓ Auto-matched |
| phone |
→ |
|
✎ Manually selected |
| lead_source |
→ |
|
✎ Manually selected |
| notes |
→ |
|
— Skipped |
Data Preview
| First Name |
Last Name |
Email |
Company Name |
Phone (Mobile) |
Lead Source |
notes |
| Sarah |
Chen |
sarah@acmecorp.com |
Acme Corp |
(415) 555-0142 |
Website |
Met at conference |
| James |
Wilson |
j.wilson@globex.io |
Globex Inc |
(212) 555-0198 |
Referral |
Follow up Q2 |