Data Import Guide

Import your historical leads

Already have leads from earlier campaigns or another system? Bring them into SmartForm AI and enrich them with AI scoring and summaries.

4 min read Updated March 2026

In this guide

Why import existing leads
Prepare your file
Map imported columns
What happens after import

Why import existing leads

Importing historical data lets you centralise your lead history in one place and apply AI scoring to leads collected before SmartForm AI was installed.

This is useful when moving from spreadsheets, CSV exports, older CRMs, or contact form archives.

Prepare your file

CSV is the easiest format to work with. Make sure each row is one lead and each column has a clear heading.

Recommended columns:

Name
Email
Message
Date
Company
Phone

⚠️

Clean your file before import. Duplicate rows, empty emails, or broken column headings can reduce import quality.

Map imported columns

During the import process, SmartForm AI asks you to map CSV columns to internal lead fields.

This works similarly to form field mapping. Be especially careful with the Email and Message fields.

What happens after import

Once the leads are imported, SmartForm AI can process them in the background and attach scores, summaries, and tags depending on your setup.

✅

Start with a small test import first. Import 5 to 10 leads, confirm the mapping is correct, then import the full file.

Ready to import?

Start with a clean CSV and a small test batch for the best result.

Field mapping guide All docs

Import your historical leads in SmartForms AI