Importing Leads

Import Methods

DealOracle supports three ways to add leads to your system:

Method	Best For	Speed
CSV Upload	Migrating from another CRM, bulk imports from events or purchased lists	Hundreds to thousands of leads at once
Webhook / API	Automated ingestion from landing pages, forms, or third-party tools	Real-time, one lead at a time
Manual Entry	Phone leads, walk-ins, referrals	One lead at a time

All three methods feed into the same lead pipeline. Once a lead is in DealOracle, it behaves identically regardless of how it was created.

CSV Import

Import leads in bulk from a CSV file:

Step-by-Step

1. Download the template — Click Leads → Import → Download Template to get a CSV with the correct column headers
2. Fill in your data — Required fields: name, email. Optional fields: phone, source, status, tags, notes
3. Upload the file — Click Import → Upload CSV and select your file
4. Review column mapping — DealOracle auto-maps columns by header name. Verify and adjust any mismatches.
5. Confirm import — Review the preview (first 10 rows) and click Import

Duplicate Detection

DealOracle checks for duplicates by email address:

• Skip duplicates — Existing leads are left unchanged (default)
• Update duplicates — Existing leads are updated with the new data
• Import all — Create new leads even if the email already exists

Limits

• Maximum file size: 10 MB
• Maximum rows per import: 10,000
• Supported encodings: UTF-8, UTF-16, Latin-1

Webhook Import

Ingest leads automatically via the Lead Ingestion Webhook:

Endpoint

POST https://app.dealoracle.com/api/v1/webhooks/leads/ingest

Authentication

Include your webhook secret in the Authorization header:

Authorization: Bearer YOUR_WEBHOOK_SECRET

Find your webhook secret in Admin → Webhooks.

Request Body

{
  "name": "Jane Smith",
  "email": "[email protected]",
  "phone": "+15551234567",
  "source": "facebook",
  "tags": ["hot-lead", "q1-campaign"],
  "meta": {
    "fbclid": "abc123",
    "campaign": "spring-sale"
  }
}

Required Fields

• name (string) — Lead's full name
• email (string) — Valid email address

Optional Fields

• phone (string) — Phone in E.164 format
• source (string) — Lead source identifier
• tags (array of strings) — Tags to apply
• meta (object) — Arbitrary metadata (click IDs, campaign info, UTM params)

Response

{
  "success": true,
  "lead_id": "uuid-of-created-lead"
}

Duplicate emails are handled the same as CSV imports (skip by default).

Manual Entry

Add individual leads directly from the Lead Manager:

1. Click the Add Lead button in the top-right corner of the Lead Manager
2. Fill in the lead form:
   • Name (required)
   • Email (required)
   • Phone (optional)
   • Source — defaults to "Manual"
   • Status — defaults to "New"
   • Tags — select from existing tags or create new ones
   • Notes — freeform text
3. Click Save

The lead is immediately added to your pipeline and appears in the Lead Manager table.

Use Cases

• Phone leads — Someone calls in and you capture their info
• Walk-ins — In-person visitors at your location
• Referrals — Leads passed along by partners or existing customers
• Trade shows / events — Quick entry from business cards or conversations