Calling CRMHow to import leads from Google Sheets into Calling CRM, step by step
How to import leads from Google Sheets comes down to five steps: tidy the columns, connect the sheet, map each column to a field, set the country and check the rows that were skipped. Calling CRM then checks the sheet on a schedule.
- Prepare the sheet first
- Map columns once
- Fix skipped rows with reasons
How do you import leads from Google Sheets into a CRM?
Link the spreadsheet once, match each column to a field and review any rejected rows. Calling CRM keeps re-reading that sheet in the background on a schedule.
- One row per lead, one header row, a phone column
- Mapping and country are set once per source
- Each skipped row shows the exact reason
How to import leads from Google Sheets in Calling CRM
The short version. The steps below explain each one.
Prepare and connect
Tidy the sheet, then add it as a lead source from the import screen.
Map and set country
Match each column to a lead field and choose the country for numbers.
Check and fix
Review valid and skipped rows, fix the sheet and let the next check pick them up.
How to import leads from Google Sheets: the steps
Times are rough guides for a first setup.
| Step | Where | Time |
|---|---|---|
| 1. Give the sheet one header row and one lead per row | Google Sheets | 10 minutes |
| 2. Make sure every row has a phone number column | Google Sheets | 5 minutes |
| 3. Add the sheet as a lead source | Calling CRM import screen | 2 minutes |
| 4. Map columns to built-in and custom fields | Calling CRM, source settings | 5 minutes |
| 5. Set the country for the numbers in this source | Calling CRM, source settings | 1 minute |
| 6. Inspect valid and invalid rows, remove test data | Calling CRM, source view | 5 minutes |
| 7. Fix skipped rows in the sheet | Google Sheets | As needed |
Step 1: prepare the sheet before you import leads from Google Sheets
- Keep one header row at the top, with short clear names such as Name, Phone, City, Product, Source.
- Put one lead per row. Do not merge cells or leave blank rows in the middle.
- Keep phone numbers in a single column. Country codes can be present or missing; the country setting handles them.
- If an ad form or portal writes into the sheet, leave its columns as they are and map them in step 4.
Steps 2 and 3: connect the sheet and map columns
In Calling CRM, add the sheet as a lead source from the import screen and follow the prompts to connect it. Then map each source column to a lead field: built-in fields such as name and phone, or custom fields you created, like budget or course.
Set the country for this source. Numbers without a country code are read for that country, and duplicates already in your leads are dropped instead of being added twice. The Google Sheets lead import page describes the feature itself.
Step 4: check valid and skipped rows after you import leads from Google Sheets
After the first check, open the source to see its valid and invalid rows as lead cards. Each skipped row shows the exact reason, for example a missing or malformed number. Remove any test rows you added while setting up.
Fix problems in the sheet, not in the app. The background check picks up corrected rows on its next run, because the sheet is checked on a schedule.
Importing leads from Google Sheets for IndiaMART, Facebook and JustDial
Many teams collect portal and ad leads into a Google Sheet first. Once that sheet is a source, each row arrives with its source tag, so callers know where the enquiry came from. See IndiaMART leads, Facebook leads and JustDial leads for those set-ups.
For teams, the Web CRM can take live sheet and webhook sources and share new leads round-robin; see lead distribution.
One-off files instead of importing leads from Google Sheets
For a one-time batch, skip the live sheet and bring in an Excel, CSV or JSON file, either picked from the phone or shared into the import screen from WhatsApp, email or a browser. Calling CRM keeps each such file as a separate list. That list can later be filtered or worked with the dialer, and removing it takes out just the leads that came with that file.
How to import leads from Google Sheets FAQ
Can I connect more than one Google Sheet as a lead source?
Yes. Each sheet is added as its own source, with its own column mapping and its own country setting, so an ad sheet and a portal sheet can sit side by side.
How can I import data into my CRM from a spreadsheet?
Either connect the live sheet as a source or import a file once. Map the columns to CRM fields and check which rows were skipped and why.
Does Calling CRM re-check the Google Sheet for new rows?
Yes. A Google Sheet added as a source is checked in the background on a schedule, so new rows arrive as leads without another import.
What columns does a lead sheet need?
At least a phone number column. Name, city, product and source make the leads far more useful to callers.
What happens to duplicate numbers when importing leads?
Calling CRM drops duplicate numbers on import, so the same person is not added twice.
Why were some rows skipped during import?
Usually because the phone number is missing or not valid for the chosen country. Calling CRM shows the exact reason for each skipped row.
Can I map sheet columns to custom fields?
Yes. Each source column can be mapped to a built-in field or to a custom field you created.
How do I remove test rows after importing from a sheet?
Open the source’s valid and invalid rows as lead cards and remove the test data from there.
What is the best CRM for importing leads from Google Sheets?
One that keeps checking the sheet, maps columns once and explains skipped rows. Calling CRM does those things and adds calling, follow-ups and WhatsApp.
Can Calling CRM import IndiaMART leads from Google Sheets?
Yes. When IndiaMART leads are collected in a Google Sheet, connect that sheet as a source and they arrive tagged with their source.
Can I import an Excel file instead of a Google Sheet?
Yes. Excel, CSV and JSON files can be imported directly, and each file becomes its own list.
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