Listlio + CSV import
Built inCSV import is the main migration route into Listlio, and it is the reason you can leave almost any other CRM: every major system exports CSV. Leads, contacts and property records all import this way, with column mapping during the process.
What people use it for
- Migrate a full contact database from another CRM.
- Bring a working spreadsheet of leads in without retyping.
- Bulk-load a property portfolio when setting up.
- Re-import an enriched or cleaned list after working on it elsewhere.
How to set it up
- 1
Export from your current system as CSV — most CRMs have this under settings or reports.
- 2
In Listlio, open the leads or portfolio view and choose import.
- 3
Map your columns to Listlio's fields. Unmapped columns are skipped, not lost from your file.
- 4
Import a small test batch first, check how it landed, then run the full file.
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