--- title: "How to Bulk Import Leads in RepCard (2026 Guide)" description: "Bulk import leads into your CRM with RepCard's new flow. Map columns, assign owners, handle duplicates, and route to subcompanies. Full 2026 walkthrough." lang: en json-ld: | [ { "@context": "https://schema.org", "@type": "Article", "headline": "How to Bulk Import Leads in RepCard's New Import Flow (2026)", "description": "Bulk import leads into RepCard with the new flow. Map columns, assign owners, handle duplicates, and route leads to subcompanies in one workflow.", "image": "/assets/bulk-import-leads-B_uDsGW6.webp", "datePublished": "2026-05-14", "dateModified": "2026-05-14", "author": { "@type": "Person", "name": "RepCard Team" }, "publisher": { "@type": "Organization", "name": "RepCard", "url": "https://repcard.com", "logo": "https://repcard.com/logo.png", "description": "The Sales Operating System built for elite field sales teams in home services.", "sameAs": [ "https://www.facebook.com/repcard", "https://www.linkedin.com/company/repcard", "https://twitter.com/repcard", "https://www.instagram.com/repcard" ], "contactPoint": { "@type": "ContactPoint", "telephone": "+1-602-777-4030", "contactType": "customer service", "email": "support@repcard.com" } }, "mainEntityOfPage": { "@type": "WebPage", "@id": "https://repcard.com/blog/bulk-import-leads-crm" } }, { "@context": "https://schema.org", "@type": "FAQPage", "mainEntity": [ { "@type": "Question", "name": "What file format does RepCard accept for contact imports?", "acceptedAnswer": { "@type": "Answer", "text": "CSV only at launch, up to 200 MB per file. Excel files need to be saved as CSV first. Contact-type-specific templates are available inside the upload step." } }, { "@type": "Question", "name": "Can RepCard auto-create new statuses from a CSV?", "acceptedAnswer": { "@type": "Answer", "text": "No. Build new statuses in your account first (Settings, then Statuses), then map your CSV values to them." } }, { "@type": "Question", "name": "What happens if I delete an Import Log?", "acceptedAnswer": { "@type": "Answer", "text": "The log and every contact imported through it are deleted. Irreversible. RepCard surfaces a clear confirmation before deletion." } }, { "@type": "Question", "name": "Can I run an import from the RepCard mobile app?", "acceptedAnswer": { "@type": "Answer", "text": "Not at launch. The new Import Contacts flow runs on the web Admin Panel only." } }, { "@type": "Question", "name": "Do subcompanies need anything set up to receive distributed leads?", "acceptedAnswer": { "@type": "Answer", "text": "The parent company needs subcompanies configured before Distribution Import is available. On the subcompany side, users with the Import Contact permission see the Boom notification on next login and run the file through the standard import flow." } } ] }, { "@context": "https://schema.org", "@type": "BreadcrumbList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Home", "item": "https://repcard.com" }, { "@type": "ListItem", "position": 2, "name": "Blog", "item": "https://repcard.com/blog" }, { "@type": "ListItem", "position": 3, "name": "How to Bulk Import Leads in RepCard's New Import Flow (2026)", "item": "https://repcard.com/blog/bulk-import-leads-crm" } ] } ] --- [![RepCard](/assets/repcard-white-rJqG5Fna.svg)](/) Features [ Digital Business Cards Stand out and track engagement ](/features/digital-business-cards)[ Competitions Motivate through gamification ](/features/competitions)[ Leaderboards Recognize top performers ](/features/leaderboards)[ Canvassing Track field activity in real-time ](/features/canvassing)[ Team Chat Instant team communication ](/features/team-chat)[ Team Calendar Streamline scheduling ](/features/team-calendar)[ Training Library Onboard reps faster ](/features/training-library)[ Lead Management Automatic follow-up and real-time alerts ](/features/lead-management)[ Integrations Connect your sales tools ](/features/integrations) AI Sales Coach [ ![Sossy](/assets/sossy-logo-CJ2eFsyz.png) Learn more about sossy.ai The sales coach that trains your team anytime, anywhere. ](/sossy) Solutions By Industry [ Roofing Storm canvassing & follow-up ](/solutions/roofing)[ Solar High-ticket D2D tools ](/solutions/solar)[ Fiber & Telecom Scale market rollouts ](/solutions/fiber)[ Pest Control Seasonal territory management ](/solutions/pest-control)[ Home Security Credibility & compliance tools ](/solutions/home-security)[ HVAC Capitalize on seasonal demand ](/solutions/hvac)[ Lawn Care Recurring contract systems ](/solutions/lawn-care)[ Permanent Lighting Visual proof at the door ](/solutions/permanent-lighting)[ Political & Campaign Voter canvassing & tracking ](/solutions/political)[ Window Cleaning Neighborhood booking systems ](/solutions/window-cleaning)[ Real Estate Farm area domination ](/solutions/real-estate)[ Home Improvement High-ticket proposal pipeline ](/solutions/home-construction)[ Door-to-Door Sales All-in-one field sales platform ](/door-to-door-sales-software) Resources [ Blog Tips, insights & updates ](/blog)[ Customer Stories See how teams win with RepCard ](/customer-stories)[ Podcast The Booma Effect ](/resources/podcast)[ Glossary Key terms in field sales ](/glossary)[ About Us Our mission and team ](/about) [Pricing](/pricing) [Log in](https://app.repcard.com/admin/login?__hstc=267562769.3dab365ed903d4716b367d1b887c47b1.1787611163480.1787611163480.1787611163480.1&__hssc=267562769.1.1787611163480&__hsfp=459a5155cbd50c6758f41a978f891916)[Book a Demo](/contact-sales) [Back to Blog](/blog) Product Updates Field Sales # How to Bulk Import Leads in RepCard's New Import Flow (2026) RepCard Team May 14, 2026 12 min read ![Stylized illustration of contact cards flowing into a glowing funnel and routing to multiple subcompany office buildings](/assets/bulk-import-leads-B_uDsGW6.webp "How to Bulk Import Leads in RepCard (2026 Guide)") ## TL;DR RepCard's new Import Contacts flow is live for Premium and Company plans. Bulk upload CSVs up to 200 MB, auto-map columns, assign owners and statuses inside the import, handle duplicates three ways, and route leads to subcompanies in one move. Five steps. Web Admin Panel only. The new Import Contacts flow is now live in the RepCard Admin Panel. You can now bulk upload up to 200 MB of leads, assign ownership inside the import, control how duplicates get handled, and route entire lead lists to subcompanies in one move. Standard Import runs in five steps: - Upload your CSV - Match columns - Match owners - Match statuses - Handle duplicates Distribution Import adds a routing step so parent companies can ship leads to subcompanies by any column they choose. Both flows are walked below, with the actual screenshots. For companies importing high volumes of leads, the math is simple. Every hour ops spends cleaning CSVs is an hour reps aren't working leads. Every manual owner reassignment is a chance for a record to slip. The new flow puts all of that work in one workflow. Faster imports, cleaner ownership, real audit visibility. That means hours back every week and leads that actually get worked. ## Where to start Open Contacts in the Admin Panel and click Import. Pick your contact type (Leads, Customers, or Other), then choose Standard Import or Distribution Import. ![RepCard Admin Panel Contacts page with Import dropdown showing contact types and Import Logs for bulk lead import](/assets/01-import-menu-3rEB_8aw.webp) ![Import dropdown showing Standard Import and Distribution Import options for bulk lead import in RepCard](/assets/02-distribution-import-option-DnPFXon_.webp) ## The 5-step Standard Import Standard Import handles bulk uploads into your own company. Each step is one screen. Move forward only when the previous step is mapped. ### Step 1: Upload your CSV Drag your file in. RepCard reads the row count and shows a preview of every column. Need a template? Click **Download CSV Sample ** inside the upload step. Templates are contact-type specific, so the columns for Leads differ from Customers. CSV only at launch. 200 MB max, well above the typical CRM ceiling (Microsoft Dynamics, for example, [caps non-zip imports at 8 MB](https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/import-contacts)). ![Step 1: RepCard CSV upload screen showing 30-row file preview during a bulk lead import](/assets/03-step1-upload-csv-BMTR6rUl.webp) ### Step 2: Match columns RepCard reads your CSV headers and auto-matches them to fields in your account using string recognition. Green checks mean it found a match. Anything unmapped is dropped on import. Custom fields you have built in RepCard show up as mapping destinations too. Confirm your mapping is complete before moving on. ![Step 2: RepCard column matching with auto-matched green status indicators during bulk lead import](/assets/04-step2-match-columns-geqMd1_V.webp) ### Step 3: Match owners Set a default Contact Owner that catches anyone without an explicit assignment, or map each owner individually. The power move on this step: the dropdown at the top lets you switch the matching criteria from the Owner column to **any column ** in your CSV. Switch it to City and every contact in Phoenix can be assigned to the Phoenix rep. Switch it to Region and you can hand off entire regions in one move. Sales departments [lose roughly 550 hours a year per rep](https://www.dataaxleusa.com/blog/data-hygiene-statistics/) to bad CRM data, much of it tied to broken ownership. This is where you cut that. ![Step 3: RepCard owner matching screen with default owner and contact owner mapping during a bulk CSV import](/assets/05-step3-match-owners-DvKWyerc.webp) ### Step 4: Match statuses Same model as owners. Map your CSV's status values to RepCard statuses on the right. Auto-match runs on identical strings. RepCard does not auto-create new statuses from your CSV. If a status in your file does not exist in your account, map it to an existing one or build the new status in RepCard first (Settings, then Statuses). ![Step 4: RepCard status matching screen during a bulk lead import](/assets/06-step4-match-statuses-CXhfuP2I.webp) ### Step 5: Handle duplicates Pick the column that defines a duplicate (Email and Phone Number are the common ones), then pick a behavior: Mode What it does When to use it **Skip ** Duplicates are dropped from the import Your CRM is the source of truth **Add ** Duplicates come in as new records You want multiples on purpose (rare) **Overwrite ** Existing records get refreshed with the CSV values Your CSV is the most current source Bad data is expensive. IBM research cited by Harvard Business Review pegs the annual cost of poor data quality at [$3.1 trillion for U.S. businesses](https://hbr.org/2016/09/bad-data-costs-the-u-s-3-trillion-per-year), and [92% of duplicate records get created during data entry](https://www.techtarget.com/searchdatamanagement/tip/How-data-duplication-in-healthcare-is-diagnosed). Step 5 is where you stop them. Overwrite is irreversible. Test on a small batch before running it on a 4,000-row list. ![Step 5: RepCard duplicate handling screen showing Skip, Add, and Overwrite options for CSV imports](/assets/07-step5-duplicate-handling-hpcxccTc.webp) ### Hit Import A live progress bar runs while the import processes. When it finishes you get a toast on the Contacts page with a View link to the Import Log. ![RepCard import completed toast confirming a 30 of 30 successful bulk lead import](/assets/08-import-complete-toast-DxedDmOI.webp) ## How do you distribute leads to subcompanies? Distribution Import lets a parent company route leads to subcompanies in one flow. Go to Contacts, then Import, then Leads, then **Distribution Import **, upload your CSV, then pick the column you want to use as the routing criteria. Every unique value from that column appears on the left. Assign each value to a subcompany on the right. You can also route leads back to your own parent company, which matters if you want to hold a slice of leads in-house and ship the rest down. ![RepCard distribution method picker showing column values listed for routing to subcompanies](/assets/09-distribution-method-picker-DZ4yyoiv.webp) The **Default Sub-Company ** rule applies to any value you do not explicitly map. Specific mappings always win. ![RepCard Distribution Import screen showing default sub-company applied to unmapped values](/assets/10-distribution-default-subcompany-C8QZpX8F.webp) Hit Distribute Contacts. The leads ship. ### The Boom notification Subcompanies see a Boom notification the moment they log in: "You've got new leads. Start importing or remind me later." ![RepCard Boom notification alerting a subcompany that new leads have arrived from the parent company](/assets/11-boom-notification-DZfo5mKG.webp) Start Importing opens the standard 5-step flow with the file pre-loaded. Remind Me Later returns the popup once a day for 15 days, then stops. Either way the file is waiting in their Import Logs. ![Subcompany user running Match Columns on a file distributed from the parent company in RepCard](/assets/12-subcompany-importing-cq7zTBLH.webp) Speed matters here. Companies that respond to a lead within an hour are [nearly seven times more likely to qualify it](https://hbr.org/2011/03/the-short-life-of-online-sales-leads) than those that wait even two hours. When leads bottleneck in a parent company inbox, that's the cost. Distribution Import compresses the handoff to seconds. ## How do Import Logs work? Import Logs is the audit trail. Every file you have ever uploaded is listed with file name, who you shared it with, total contacts vs imported contacts, date and time, method (Standard or Distribution), status, and source. Click any row to see every contact in that import. Search by file name or uploader. Filter by record type, method, source, or shared-with subcompany. **Source attribution displays differently depending on whose view you are in. ** In a subcompany account, Source shows as the parent company that sent the leads. In the parent company account, Source shows as the user who ran the import. Both sides get clean attribution. Deleting an Import Log also deletes every contact imported through it. Irreversible. RepCard surfaces this in the confirmation, but leave logs in place unless you are cleaning up test data. ## Who is this for and what do you need? **Built for: ** door-to-door teams, fiber and telecom operations, multi-state home services brands, franchised businesses, and any parent company with subcompanies underneath it. Most useful when you regularly import lists in the hundreds or thousands and need to route them to multiple teams or offices. **Not built for: ** solo reps without territory complexity, or any team without high-volume CSV imports. **To use it, you need: ** - [Premium or Company plan](/pricing) - Import Contact permission in Roles & Permissions - CSV file (max 200 MB) - Subcompanies configured (Distribution Import only) - Web Admin Panel (not on mobile) ### Real-world scenarios **Fiber company opens five new markets. ** Operations uploads a 4,000-row CSV. Picks the Market column as the distribution method. Maps each market to a regional subcompany. Five markets get Boom notifications next time their managers log in. Done in under 20 minutes. **Pest control brand reassigns territory. ** Admin uploads a fresh list. On Match Owners, switches the criteria from the Owner column to City. Every Tucson contact now belongs to the Tucson rep. Same for Mesa, Chandler, Gilbert. Zero post-import cleanup. **Roofing company imports a dialer export. ** Picks Phone Number as the duplicate criteria. Selects Overwrite. Existing records refresh with the latest dialer data. No doubles. **Franchise audits lead distribution. ** Operations filters Import Logs by file name and shows leadership exactly how many leads went to each location, who imported them, and when. ## The bottom line Three things in one flow: bulk import with smart mapping, configurable duplicate handling, and parent-to-subcompany lead distribution. If you are on Premium or Company, open Contacts, then Import in your Admin Panel and run a small batch. If you are evaluating, [book a demo](/contact-sales) and we will walk you through how bulk list imports can work for your company's workflows. ## Key Takeaways - 1 CSV uploads up to 200 MB per file, well above the standard CRM ceiling. - 2 Smart column matching auto-maps standard fields and surfaces every custom field. - 3 Assign owners inside the import by Owner, City, Region, or any column in your CSV. - 4 Three duplicate-handling modes (Skip, Add, Overwrite) with configurable match criteria. - 5 Distribution Import routes leads from a parent company to subcompanies in one workflow, with a Boom notification on the receiving side. ## Frequently Asked Questions ### What file format does RepCard accept for contact imports? CSV only at launch, up to 200 MB per file. Excel files need to be saved as CSV first. Contact-type-specific templates are available inside the upload step. ### Can RepCard auto-create new statuses from a CSV? No. Build new statuses in your account first (Settings, then Statuses), then map your CSV values to them. ### What happens if I delete an Import Log? The log and every contact imported through it are deleted. Irreversible. RepCard surfaces a clear confirmation before deletion. ### Can I run an import from the RepCard mobile app? Not at launch. The new Import Contacts flow runs on the web Admin Panel only. ### Do subcompanies need anything set up to receive distributed leads? The parent company needs subcompanies configured before Distribution Import is available. On the subcompany side, users with the Import Contact permission see the Boom notification on next login and run the file through the standard import flow. bulk import CSV import lead distribution subcompanies CRM import import contacts field sales RepCard ### Related RepCard Features [canvassing](/features/canvassing)[digital business cards](/features/digital-business-cards) ## Related Articles [ ![The Four Essential Pillars of a Sales Operating System](/assets/what-is-sales-operating-system-DKUxBDQ6.png) Sales Strategy 10 min read ### The Four Pillars of a Sales Operating System A Sales Operating System unifies recruiting, training, selling, and marketing for field sales teams. See why fragmented tool stacks cost you reps. 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