Using CSV Import to Scale Your Sales Process: Bulk Lead Management
Master the CSV import feature to quickly onboard multiple restaurant leads at once. Learn the required columns, best practices for data preparation, and how automated welcome emails help you scale your sales operation.
Why Use CSV Import?
Benefits
- ✓ Import 10, 50, or 100+ leads in minutes instead of hours
- ✓ Automatically creates organizations, user accounts, and claims
- ✓ Sends welcome emails with claim and portal links automatically
- ✓ Reduces manual data entry errors
- ✓ Scales your pipeline quickly
CSV Format Requirements
Required Columns
business_name- Name of the restaurant (required)email- Owner email address (required)
Optional Columns
business_type- Auto-detected if not providedaddress- Street addresscity- Citystate- State abbreviationzip- ZIP codephone- Phone numberowner_name- Owner's full nameemployee_count- Number of employeesyears_in_business- Years operating
Sample CSV Format
How to Import
- Navigate to
/claims/importor click "Import Restaurants" from the claims page - Click "Choose File" and select your CSV file
- Click "Preview Import" to see the first 10 rows
- Review the preview to ensure data looks correct
- Click "Process Import" to create all organizations, users, and claims
- Wait for confirmation - the system will create everything automatically
Important: Always preview before processing. This helps catch formatting errors before import.
What Happens During Import
Automatic Actions
- ✓ Restaurant organization created with unique slug
- ✓ User account created (email as username)
- ✓ Claim created in "lead" stage
- ✓ Document upload portal created
- ✓ Welcome email sent with claim link and portal link
Best Practices
1. Clean Your Data First
Remove duplicates, fix email formatting, and ensure business names are consistent before importing.
2. Start Small
Test with 5-10 rows first to ensure your format is correct, then import larger batches.
3. Include Optional Fields
The more information you provide, the better. Employee count and years in business help with initial estimates.
4. Follow Up Quickly
After import, follow up with leads within 24-48 hours while the welcome email is fresh in their minds.
Common Import Errors
Watch Out For
- • Missing required columns (business_name, email)
- • Invalid email formats
- • Duplicate emails (will create separate accounts)
- • Special characters in business names (handled automatically)
- • Empty rows (skipped automatically)
Sources & References
- • IRS Form 8846 Instructions - Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips
- • IRS: Tips - Reporting and Withholding