Import customers and leads
Map, preview, and confirm a CSV without inheriting consent or payment data.
Open Customers or Leads in the admin workspace and choose Import customers or Import leads from the header's More actions. An import has three steps, and the page says which one you are on ("Step 1 of 3 · Upload"):
- Press Choose file and pick a CSV with column names in the first row. Files are limited to 1,000 rows and 500 KB; a larger file has to be split.
- Map the columns: each header to a Grout field. Any column can be left ignored. Preview import checks every row.
- Review the create, update, and reject counts (a count of zero is not shown), then press Import customers or Import leads. No customer or lead is written during mapping or preview.
Email and phone are the matching keys. Re-running the same file updates the matching records instead of creating duplicates. Repeat a customer on another row to add another address for that person. A row matching a record you have since merged into another updates the surviving record, not the merged-away one.
Rejected rows show their CSV row number and reason. Download them, correct the values, and upload that smaller CSV again. The download neutralizes spreadsheet formula prefixes.
Consent cannot come from a spreadsheet. Every imported customer or lead is opted out of email and text marketing, including an existing contact updated by the import. Payment methods, payment history, company IDs, and sign-in accounts cannot be mapped. Imported leads always use the Imported source.
The original CSV stays in the import screen only and is not stored. Once an import runs, Activity records its file name, entity, counts, and who ran it.