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.
In this guide
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
- Message
- Date
- Company
- Phone
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.
Ready to import?
Start with a clean CSV and a small test batch for the best result.
Field mapping guide All docs