📥AdminStandard plan and higher
Importing Leads from a Spreadsheet
Last updated 2026-09-29
This feature is included in the Standard plan and higher. If you do not see it in your account, your center is on a different plan. Compare plans
In this article
If you keep a waitlist in a spreadsheet, or you are moving from another system, import the families as leads instead of typing them one by one.
Preparing the File
- Save the spreadsheet as CSV. Up to 500 rows and 5 MB per import.
- One row per family. A Parent Name column is required.
- Optional columns: Email, Phone, Child Name, Child DOB, Source and Notes. Column names can be anything; you match them in the next step.
Importing
- 1Go to Enrollments in the left sidebar, open the Leads tab and click Import CSV.
- 2Drag the file in or click to browse.
- 3Under Column Mapping, match each of your columns to a Neztio field, or choose Skip for columns you do not need.
- 4Check the Preview (first 10 rows) and click Import.
- 5The Import Complete screen shows how many were Imported, how many were Skipped (duplicates), and any Errors, such as a missing parent name or an invalid email.
A row is skipped as a duplicate when its email already belongs to a lead. Rows without an email are never treated as duplicates, so check for repeats before you import.
Imported leads start in the Inquiry stage. Leads are included in the Standard plan and higher.
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