# Importing contacts and placements

> Learn how to import contacts and placements from a spreadsheet in Lev.

Source: https://www.lev.com/docs/learn/crm/import-workflow

Last updated: 2026-09-25

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The import wizard lets you add contacts, companies, and placements from a spreadsheet. Open *Import* from the account menu, then move through *Upload data*, *Map columns*, and *Review and edit*. Mapping shows a live preview of each row, and a placement import includes the deal plus label mapping. When you finish, the records are ready to enter your CRM or the deal you selected.

## Upload data {#upload-data}

- **Open the account menu** — Open the account menu, then click *Import*.
- **Choose a type** — Click *Import contacts* or *Import placements*.
- **Add the source** — Under *Source*, use *Upload file* or switch to *Paste CSV* and paste into *CSV data*.
- **Choose the deal** — For a placement import, select the *Deal*. Placements are added to this deal.
- **Set the contact type** — Under *Contact type*, choose one type for every row, or *Mixed* to map a Type column.
- **Add optional context** — Enter an *Import name* or *Import instructions* when a column needs extra context.
- **Analyze the file** — Click *Analyze and map columns*.

## Map columns {#map-columns}

Match spreadsheet columns to Lev fields and check the live preview before extraction starts.

- **Review the matches** — Confirm each *Lev field* points at the right *Spreadsheet column*.
- **Review each group** — Check *Company* and *Contact*. A placement import also includes *Placement*.
- **Map labels** — Under *Custom labels*, point a column at a label group and set *Apply to*.
- **Check the preview** — Review the mapped values in the preview next to the column list.
- **Answer file questions** — When Questions about your file is shown, answer each one before you continue.
- **Start extraction** — Click *Start extraction*.

A workbook with more than one worksheet can pause on Choose a worksheet. Select a sheet and click *Analyze selected worksheet*. *Worksheets* is where you include more than one sheet.

## Review and edit {#review-and-edit}

Lev extracts the records, then opens this step so you can correct them before they are added. Records already in Lev are skipped so they are not duplicated.

- **Let extraction finish** — You can leave this page. Return from *History* when the review is ready.
- **Save an edit** — Change a record, then click *Save*.
- **Start the import** — Click the import button that shows how many records are ready.
- **Confirm** — In the Import all to Lev dialog, click *Import all* with the same count.

A failed import does not open the review. The page title is The import didn't finish, and *Back to imports* returns you to the start.

**[Using the CRM](/learn/crm/using-the-crm)** — add one contact from the Contacts list.