Importing your data
Bring in leads and clients from TeleCRM, Google Sheets, or any CSV export. MICROLEVEL auto-maps standard columns so you don't have to rename anything.
Where to import
Go to Leads (or Clients) → click Import. You'll see a preview before confirming — the import is always a transaction (all-or-nothing), so a partial failure never leaves you with a half-imported dataset.
Column mapping
MICROLEVEL recognises common column names out of the box. If your CSV uses a different label, the import screen shows a mapping dropdown where you can point each source column to the correct MICROLEVEL field.
| MICROLEVEL field | Accepted column names |
|---|---|
| Contact name (required) | contact_name, name, full_name, lead_name, customer_name |
| Phone (required) | phone, phone_number, mobile, mobile_number, mobile_no, contact_number, whatsapp, whatsapp_number |
| Business name | business_name, company, company_name, organization, client_name, shop_name |
email, email_address, email_id | |
| Source | source, lead_source, channel (e.g., FACEBOOK_ADS, INSTAGRAM_ADS, GOOGLE_ADS, WHATSAPP, WEBSITE, JUSTDIAL, INDIAMART, COLD_OUTREACH, REFERRAL, OTHER) |
| Monthly value (₹) | monthly_value, monthly_amount, retainer, retainer_amount, value |
Phone number format
The phone column must be a 10-digit Indian mobile number. The import normalises it to the full international form (+91XXXXXXXXXX) automatically. Numbers with spaces, dashes, or a leading "0" are cleaned before validation.
Duplicate handling
MICROLEVEL dedupes by phone number within a workspace. If a phone number already exists, the row is skipped (not overwritten) and the skipped count is shown in the import result. You can run a second import with different rows without worrying about duplicates.
Import limits
The number of CSV imports per month is included in your plan (Lead-to-cash: 5, Agency-5: 10, Agency-15: 25). Each import counts as one use regardless of row count.
From TeleCRM specifically
Export your leads from TeleCRM as CSV. TeleCRM's "Lead Name" column maps to contact name and its phone column maps to phone. Most other TeleCRM custom fields map to the free-form notes field — the import treats them as additional context, not structured data. Run the preview first to confirm the column mapping looks right before confirming.
Before you hit Import
Run through the pre-import checks first — required columns, phone number format, in-file duplicates, and encoding. A two-minute pass on the CSV saves you from cleaning up bad data after it lands in your pipeline.
Onboarding wizard
If you're a new account, the onboarding wizard (/new-workspace) walks you through importing your first CSV and setting up your pipeline in one session.