--- title: "How to Bulk Import Leads in RepCard (2026 Guide)" url: https://repcard.com/blog/bulk-import-leads-crm 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." --- # How to Bulk Import Leads in RepCard's New Import Flow (2026) 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: 1. Upload your CSV 2. Match columns 3. Match owners 4. Match statuses 5. 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. ## 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. ### 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. ### Step 3: Match owners Set a default Contact Owner that catches anyone without an explicit assignment, or map each owner individually. 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. ### Step 4: Match statuses 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 5: Handle duplicates Pick the column that defines a duplicate (Email and Phone Number are the common ones), then pick a behavior. Skip drops matching rows. Add brings them in as new records. Overwrite refreshes existing records with the CSV values. Overwrite is irreversible. Test on a small batch before running it on a 4,000-row list. ### 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. ## 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. The Default Sub-Company rule applies to any value you do not explicitly map. Specific mappings always win. 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." 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. ## 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. 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. Deleting an Import Log also deletes every contact imported through it. Irreversible. ## 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. To use it, you need a [Premium or Company plan](https://repcard.com/pricing), Import Contact permission in Roles & Permissions, a CSV file (max 200 MB), subcompanies configured (Distribution Import only), and the web Admin Panel (not on mobile). ## 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. [Book a demo](https://repcard.com/contact-sales) and we will walk you through how bulk list imports can work for your company's workflows.