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Importing & Exporting Clients

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By Oh My Lead Support

November 30, 2023

Importing & Exporting Clients


Introduction

You can import clients to Ohmylead and export your Ohmylead client list to CSV, giving you full flexibility to transfer and manage your data wherever you need it. You can export recent clients from the last 24 hours, 7 days, or 30 days, or all clients from your account.


Importing Clients to Ohmylead


You can connect your Ohmylead account to lead sources such as Facebook Lead Ads, Google Ads Lead Forms, Website Contact Forms, and Zapier via our integrations to automatically add new leads from those sources to your Ohmylead account.


IMPORTING CLIENTS FROM CSV


If you have many contacts to add, you can bulk import them from a CSV file into your Ohmylead account. You’ll have options to add all imported contacts to a custom group, and can choose to skip or keep duplicate contacts that already exist in your account.


You can bulk import contacts via the following steps:


  • In your Ohmylead app or desktop site, go to your Account tab > Integrations

  • Tap on Import Clients from CSV

Here’s a direct link that works on mobile and desktop devices: console.ohmylead.com/newSource/excel

  • Download the sample CSV template and follow the columns and formatting to enter your contacts. Please note that there is a limit of 5,000 contacts per upload.

  • Tap on Import CSV and follow the instructions to preview your data, set your import preferences, and import your contacts

You can choose to skip importing of duplicate contacts (whose phone number or email address match existing clients in your Ohmylead account), or continue to import duplicates.

  • Once done, you’ll be able to immediately view and access the imported contacts on your lead list.


Exporting your Client List

You can export your client list from Ohmylead to CSV format to view and edit the data in spreadsheet applications like Excel or Google Sheets.


You’ll have options to export recent clients from the last 24 hours, 7 days, or 30 days, or all clients from your account. The data will be sent to the registered email address on your Ohmylead account.

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