Prospects

Import Prospects

Upload a spreadsheet to add many prospects at once, or to update people who are already in HiringCenter. HiringCenter AI maps your columns for you to review, and you can undo an import later.

Path: Import on Today, Pipeline, or Conversations (on a computer)

View-only users can't import.

Choose an import type

• Manual Import: upload any CSV or XLSX file up to 10 MB.
• Integrated Imports: upload an export from Courted.io or Relitix, formatted for that tool. Lone Wolf is coming soon.

Steps

1. Click Import, then upload your file under Manual Import (or pick an integration).
2. Wait while HiringCenter AI is mapping your columns...
3. Review the settings for new prospects (below).
4. Review the column mapping (below).
5. Click through to Import Preview. Check the counts and any Invalid phone numbers or Invalid email addresses, then click Confirm Import. Use Back to mapping to fix something.
6. If automations will run for these prospects, Automation Confirmation lists them. Click Proceed with Import or Cancel.
7. Import Successful shows how many were Created, Updated, and Skipped, and a Stage Distribution. Click View imported prospects or Done.

Settings for new prospects

• Owner for New Prospects (required). Only admins and owners can import for someone else. Everyone else imports for themselves.
• Pipeline & Stage for New Prospects (required). Use the arrows to switch pipelines. Pick a stage, keep Default stage, or create a new stage. A stage picked here overrides a Stage column in the file.
• Source for New Prospects (optional). Pick one or create a new source. It overrides a Source column.
• Manual Labels (optional): labels added to everyone in the import.
• Manual Initial Note (optional): a note added first for everyone in the import.
• Import Name (optional): name it so you can find it later in the Pipeline Import filter and in Past Imports.
• Assign closest office: off by default. When a row has an address or ZIP code, the prospect gets the nearest office.

Owner, source, pipeline, and stage only apply to new prospects. People already in HiringCenter keep theirs.

Map fields

Each column in your file has a row with CSV Column, Map to HiringCenter Field, Preview Data, and Existing Prospects.

• Columns HiringCenter AI mapped are marked Mapped by HiringCenter AI. Change anything that looks wrong.
• Map a column as a Field, a Note, or a Label, or click Clear so it's Not imported.
• Fields include First Name, Last Name, Email, Phone, Company, Title, Office, Source, License Status, Stage, Date Created, Labels, Note, address fields, and production fields (LTM Transactions, LTM Sales Volume, License Number, License Issued Date, Current Brokerage, Most Transacted City).
• Have a single name column? Choose Split into First & Last, then set the Order (First Last or Last First) and Delimiter.
• Click Add N unmapped columns as notes to keep leftover columns as notes.

People already in HiringCenter

A row that matches an existing prospect by email or phone updates that prospect instead of creating a duplicate. The Existing Prospects column sets how each field is treated:

• Fill blanks only (the default): adds the value only where the prospect has none.
• Overwrite: replaces a different value they already have.
• Don't update: leaves that field alone.
• For notes and labels: Add to existing or New prospects only.

A blank cell never clears a value.

Admins and owners can update any matched prospect. Everyone else only updates prospects they own.

Undo an import

Past Imports lists every import with its Date, Name, User, Pipeline, and Deduped, Imported, Updated, and Skipped counts.

1. Click Undo on the import, then confirm.
2. Prospects it created are removed, unless something has happened to them since (a note, a message, and so on).
3. Fields it changed on existing prospects go back to their earlier values, except fields someone changed after the import.
4. Notes and labels it added are removed.

Admins, owners, and the person who ran the import can undo it. Some older imports can't be undone.

After import

• Open Pipeline and check the stages.
• Filter Pipeline by Import to see just this batch.
• Search a few names to catch mapping mistakes, like swapped phone and email columns.
• Merge accidental duplicates. See Merge Duplicates.

Common questions

CSV only? No. XLSX works too.

Import failed for size? The file must be 10 MB or smaller. Split the sheet and import in batches.

Closest office did nothing. The row needs an address or ZIP code, and your account needs offices with addresses.

Why didn't the owner or stage change for someone already in HiringCenter? Those settings only apply to new prospects.