Import your first leads

Import your first leads

Metrikia offers three methods to populate your CRM.

Method 1: CSV import

Prepare your file

Your CSV must contain at least:

• Name or First name + Last name
• Email or Phone

Optional columns: source, status, origin, estimated revenue, notes.

Launch the import

1. Dashboard > CRM > Import
2. Drag and drop your CSV file
3. Metrikia automatically detects columns (smart mapping)
4. Review the mapping and adjust if needed
5. Click Import

A bilingual template (FR/EN) is available for download from the import page.

Method 2: CRM connection

Connect your existing CRM for automatic sync:

• HubSpot: Contacts, Deals, and Pipelines
• Salesforce: Leads, Opportunities, and Accounts
• Zoho CRM: Contacts, Deals, and Activities
• Freshsales: Contacts and Deals
• Airtable: Custom tables

The connection is set up from Settings > Integrations > CRM section.

Method 3: Manual entry

To add leads one by one:

1. CRM > + New lead
2. Fill in the required fields
3. Add the ad source if known
4. Save

Available lead statuses