Importing Clients & Leads from CSV

Switching from another CRM? JourneyFuse makes it easy to bulk import your existing clients and leads from any CSV file. The import wizard automatically detects common column names, validates your data, and flags duplicates before anything is saved.

Starting an Import

1. Navigate to the Clients or Leads page
2. Click the Import CSV button in the toolbar (next to "Add Client" or "Add Lead")
3. The import wizard opens with four steps: Upload, Map Columns, Review, and Confirm

Step 1: Upload Your CSV

Drag and drop your CSV file onto the upload area, or click Choose File to browse. Requirements:

• File must be in .csv format
• Maximum 1,000 rows per import
• The first row must contain column headers

Step 2: Map Columns

JourneyFuse automatically matches your CSV columns to the correct fields using fuzzy matching. For example, "First Name", "fname", or "Given Name" all map to the first name field automatically.

If a column isn't matched correctly, use the dropdown to select the right field or choose Skip to exclude it from the import.

Supported Fields

For Clients: First Name, Last Name, Email, Phone, Address, Birthday, Anniversary, Passport Number, Passport Expiry, Known Traveler Number, Notes

For Leads: First Name, Last Name, Email, Phone, Destination, Travel Start Date, Travel End Date, Travel Type, Budget, Traveler Count, Source, Stage, Notes

Combined Name Columns

If your CSV has a single "Name" or "Full Name" column instead of separate first/last name columns, JourneyFuse will automatically split it. For example, "Mary Jane Watson" becomes First Name: "Mary Jane", Last Name: "Watson".

Step 3: Review Data

Before importing, review all rows in a table with status indicators:

• Valid — Ready to import
• Warning — Minor issues (e.g., unparseable date) — the row will still import with the problematic field skipped
• Error — Missing required fields (first or last name) — these rows cannot be imported
• Duplicate — Matches an existing record by email or name

Handling Duplicates

For each duplicate row, you can choose:

• Skip — Don't import this row
• Import Anyway — Create a new record even though a match exists
• Update Existing — Merge the CSV data into the existing record

Use the filter tabs at the top to quickly view just errors, duplicates, or warnings.

Step 4: Confirm & Import

Review the summary showing how many records will be created, updated, or skipped. Optionally assign all imported records to a specific team member using the assignment dropdown.

Click Import to complete the process. You'll see a confirmation toast with the results.

Tips

• Date formats — JourneyFuse accepts dates in most common formats: YYYY-MM-DD, MM/DD/YYYY, M/D/YYYY, and MM-DD-YYYY
• Budget values — Dollar signs and commas are automatically stripped (e.g., "$5,000" becomes 5000)
• Lead stages — Valid values are: new, contacted, proposal_sent, won, lost. Invalid stages default to "new"
• Export from your current CRM first — Most CRMs have a "Download as CSV" or "Export contacts" option in their settings