To access this guide as a PDF click here: Enerflo-Guide_How-to-Bulk-Import-Leads.pdf
STEP 1
Navigate to the Company Leads page by clicking the View Leads button under Quick Links on the Home page.
On the Company Leads page, click the + New Lead button to open the Create a New Lead window.
STEP 2
In the Create a New Lead window, click the Click here to do a bulk upload link at the top of the window.
This will take you to the Import Leads page. Click the Click here to download the file template link next to the file chooser field.
⚠️ Important! Do not change or delete any of the columns or rows in the template. Doing so will result in an upload error.
STEP 3
Add your Bulk Lead Data to the template you downloaded.
Choose your new file to Import using the Choose File button.
Common formatting issues that cause upload failures:
Phone numbers: Remove dashes and parentheses — enter digits only (e.g., 5551234567, not (555) 123-4567).
File size: Keep uploads to 100 leads or fewer per file. Split larger lead lists into multiple files.
Assigning a rep: To assign an imported lead directly to a specific sales rep, enter that rep's Enerflo login email in the agent_email column of the template.
If your import fails after checking the above, double-check that no column headers were changed or reordered from the original template.
STEP 4
If the Create a sales deal? Checkbox is checked when you click the Continue button, Enerflo will create a default Sales Deal for each Lead that's imported from your list.
💡 Why this matters: An install record can only be generated for a lead that has an associated sales deal. If you import leads without checking Create a sales deal?, you'll need to manually create a sales deal for each lead afterward before you can generate an install.
If you're bulk importing leads you intend to move straight into installation, make sure Create a sales deal? is checked at import time.