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This is especially useful when onboarding a new market, consolidating research from field teams, or migrating data from another system. ![Lead site import upload screen](/help/screenshots/lead-import.png) ## Before you start - **Plan requirement** — Bulk import is available on Team (up to 50 rows), Pro (up to 100 rows), and Enterprise plans. Solo users can create leads manually. - **File format** — Only `.xlsx` (Excel) files are supported. Maximum file size is 10 MB. - **Google Maps URLs** — Each row needs a Google Maps URL for the site location. Proquiro extracts the coordinates automatically and resolves the state, district, sub-district, and village — so you don’t need to enter location details manually. **Tip:** If you don’t have Google Maps URLs yet, open Google Maps, navigate to each site, and copy the URL from the address bar. Both full URLs and shortened `goo.gl` / `maps.app.goo.gl` links work. ## Import steps 1. Go to **Lead Sites** from the sidebar. 2. Click **Import** (desktop) or tap the **three-dot menu** and select **Import Leads** (mobile). 3. Click **Download Template** to get the pre-formatted Excel file. 4. Fill in your data in the template. Do not change the column headers. 5. Save the file and upload it back in Proquiro. 6. On the **column mapping** screen, confirm that each Excel column is matched to the correct Proquiro field. Adjust any mismatches using the dropdowns. 7. Click **Validate**. Proquiro checks each row for errors and detects potential duplicates. 8. If you’re an Admin or Manager with multiple team members, you’ll see the **Assign** step to distribute leads across your team. Field executives skip this step — leads are assigned to you automatically. 9. Review the validation summary, resolve any duplicates, then click **Import** to finish. ## Template columns | Excel column | Proquiro field | Required | | ---------------- | ----------------------------- | -------- | | Site Name | Lead site name | Yes | | Google Maps URL | Location (auto-detected) | Yes | | Owner Name | Landowner name | No | | Owner Phone | Landowner contact number | No | | Consultant Name | Broker / agent name | No | | Consultant Phone | Broker / agent contact number | No | Only the site name and Google Maps URL are required. Everything else — area, survey number, pricing, financials, risk assessment — can be added later by editing each lead. **Tip:** Start with the downloaded template rather than building your own spreadsheet — it guarantees the column headers match exactly what Proquiro expects, and includes an example row and an instructions sheet. ## Automatic location detection When you provide a Google Maps URL, Proquiro automatically: 1. Extracts the GPS coordinates from the URL 2. Resolves the **state**, **district**, **sub-district**, and **village** using its location database 3. Places the lead on the map If the location can only be partially resolved (e.g., the village isn’t found), the lead is still created — you can fill in the missing details later from the lead’s edit page. ## Assigning leads to your team **Admins and Managers** with multiple team members see an assignment step after validation: - **10 or fewer leads** — You’ll see a table where you can assign each lead individually using dropdowns, or click **Distribute Evenly** to split them across your field executives. - **More than 10 leads** — The round-robin distributor is shown first. Select which team members should receive leads, click **Distribute Evenly**, then override individual assignments if needed. **Field Executives** and single-user accounts skip this step entirely — all imported leads are assigned to you automatically. ## Duplicate detection During validation, Proquiro checks each row against your existing leads using both **location proximity** and **name similarity**. If a potential duplicate is found, you’ll see: - The matching lead’s name and distance - A similarity score - Options to **skip** the row, or **update the existing lead** with the new data Rows flagged as duplicates won’t be imported unless you explicitly choose how to resolve them. ## Validation and errors After clicking **Validate**, each row is marked as: - **Valid** — ready to import - **Error** — has a problem (e.g., missing site name, unreadable Google Maps URL) - **Duplicate** — matches an existing lead (needs resolution) You can download an **error report** as a CSV to see exactly what went wrong with each row. Fix the issues in your spreadsheet and re-upload, or proceed with just the valid rows — rows with errors are skipped automatically. ## After import Once the import completes, a summary shows how many leads were created. The new lead sites appear immediately on the Lead Sites page and on the map. Each imported lead starts in **Inquiry** status with your account’s default settings applied automatically. From here, you can edit any lead to add details like area, survey numbers, pricing, and financial feasibility — just as you would with a manually created lead. ## Who can import leads All roles that can create leads can also import them (Admin, Manager, Field Executive). Lead Assistants cannot import. The import feature requires a Pro or Enterprise plan. Share: Sorted?YesNo Still need help? We usually reply within hours. [Contact support](/contact) ## Related articles [Managing LeadsBrowsing and filtering lead sites](/help/leads/browsing-lead-sites)[Managing LeadsCreating a new lead site](/help/leads/creating-leads)[Managing LeadsFinancial feasibility and profitability](/help/leads/financial-feasibility)