---
title: "How do I import Prospects from a CSV file?"
description: "Step-by-step instructions on working with CSV files."
url: https://hckacqqlv.gleap.help/en/articles/2443641-how-do-i-import-prospects-from-a-csv-file
collection: "Moving Prospects into and out of Klenty"
updated: 2025-08-07
language: en
---

# How do I import Prospects from a CSV file?

Step-by-step instructions on working with CSV files.

**Before you begin:** Make sure your CSV has the prospect details separated in columns for each field. Each column should have a header.

## Steps to import prospects from a CSV file:

1.  Login to your Klenty account and go to **Prospects,** and click on the **\+ Add Prospect** button.
    

![](https://staticfiles.gleap.io/helpcenter/6863c6c57b99da5e060a1cb6/20250807102526_8727.png)

2\. Select ‘Upload a CSV file’ to import your CSV file (You can also [import via Google Sheets](https://support.klenty.com/en/articles/2443987-how-to-import-prospects-from-google-sheets) or [directly from your CRM](https://support.klenty.com/en/collections/1412064-import-prospects))

3\. Klenty will **automatically map** the column headers with prospect fields. Verify that your headers are mapped to the correct fields you want to use.

4\. If you can’t find a prospect field to map your CSV columns to, you can create a **custom field**.

5\. You can add prospects to a **Tag** or **List** here to categorize them in your Klenty database. You can create or choose from your existing tags/lists or use a column from your CSV file. You can also assign the prospect owner using the "Assign to" option. Select your teammate's email address from the drop-down to assign the prospect owner to their name.

6\. Enable **Update Duplicates** if you need to update prospects already added to your Klenty account.

![](https://staticfiles.gleap.io/helpcenter/6863c6c57b99da5e060a1cb6/20250807102526_0095.png)

![](https://staticfiles.gleap.io/helpcenter/6863c6c57b99da5e060a1cb6/20250807102526_3975.png)

You can view the results of the import and schedule a cadence for the prospects you imported from the **Import History**.

Check out the Sample file for reference: [sample CSV .csv](https://downloads.intercomcdn.com/i/o/1137077907/f1f256a39d723da0f89aca99/sample+CSV+.csv?expires=1722982950&signature=69684bd3359fda1b10efa10e09d70ee1b433686dc8ac632e3844cd0d28f41a47)

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# FAQ's

Will Klenty recognize duplicate Prospects while importing?

Klenty uses email addresses as a unique identifier to distinguish between prospects with duplicate information, ensuring they are not marked as duplicates.

How I update the information on the Prospects that are imported?

If you wish to update the Prospect information, Kindly re-import the same file while enabling the " Update duplicate Prospects " option.

Why isn't the prospect's information getting updated?

Only if the prospects have the email addresses, the new information will be updated; otherwise, Klenty wouldn't recognize it as an existing Prospect but rather as a new one.

How can I re-import Prospects with a corrected email address?

Kindly delete the Prospects with the incorrect email address and then proceed to import the right ones, otherwise, it will create duplicates.

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Check out a few other articles below:

[**How do I import my Prospects to Klenty?**](https://support.klenty.com/en/articles/2431652-how-do-i-import-my-prospects-to-klenty)  
[**Can I set up an automated workflow from my CRM to Klenty?**](https://support.klenty.com/en/articles/4504500-can-i-set-up-an-automated-workflow-from-my-crm-to-klenty)