To get started, please download our Database Import Guide and follow the steps.

This guide is all you need to submit leads to import but if you have any questions, you can refer to the video located near the bottom of this article, which includes more details about our process.

If you are already familiar with our bulk lead import process, complete the Pre-Import Questionnaire by clicking on the button below -- complete one questionnaire for each import. At the end of the Pre-Import Questionnaire, you will be prompted to provide an excel file.