Imports / Leads Oct 2026.csv Check the columns Each column in your file and the field our fixed rules matched it to. Change any match with its dropdown.
Upload 2 Columns 3 Questions 4 Matches 5 Preview 6 Done Leads Oct 2026.csv Import #1043 · Leads · 211 rows · 13 columns · header on row 1 · started by Ryan Brooks at 9:12 am
9 of 13 columns were matched automatically. 3 need a quick check and 1 isn't matched. Required for leads: a name and a phone or email. Both found.No saved layout has these headers. When you finish, you can save this as a layout so next month's file is matched straight away.
Column in your file First values Clinic OS field Match
Full Name Column A
Susan Long Douglas Scott Cynthia Howard and more
Lead name, first and last together Matched · 96%
Header is a known name for a person's full name. 209 of 211 values are two or three words. We'll split them into first and last name.
Phone # Column B
(509) 555-0111 5415550140 208.555.0158 and more
Matched · 99%
"Phone #" is a known header. 211 of 211 values are 10-digit US phone numbers in three styles; all will be stored the same way.
E-mail Column C
susan.long@mail.example dscott@mail.example blank and more
Matched · 99%
Known header. 187 values are email addresses, 24 are blank.
Date Created Column D
10/03/2026 10/14/2026 10/19/2026 and more
Matched · 95%
Dates are month first: 10/14/2026 can only be October 14. All 211 are Oct 1 to Oct 19, 2026.
Lead Source Column E
Facebook ad Google FB Lead Ad and more
Matched · 92%
Known header. 5 of 7 words match your lead sources; "FB Lead Ad" is a saved translation. "Google" will be added as a new source label.
Campaign Name Column F
Neuropathy Fall Seminar IV Club October blank and more
Matched · 88%
Header contains "Campaign". Free text, stored as the lead's campaign label.
Interested In Column G
Neuropathy Weight Loss IV and more
Header is close to "Interest". 2 of 4 words match a service line. "Weight Loss" and "Primary" will be asked next.
Status Column H
New Appt Set Closed Won and more
"Status" could mean lead stage or contact status. 3 of 6 words match your lead stages.
Assigned To Column I
Mike C. Olivia Mike C. and more
Values look like staff names. "Mike C." is close to Mike Carter and "Olivia" to Olivia Brooks, but neither is exact.
Zip Column J
83702 83642 83646 and more
Matched · 97%
Known header. 211 of 211 values are 5-digit ZIP codes.
Notes Column K
Called twice, wants Thursday blank Asked about cost and more
Matched · 86%
Known header. Free text, kept as a note on the lead and shown only to people who can see leads.
Opt Out SMS Column L
FALSE FALSE TRUE and more
Matched · 90%
Yes or no values (TRUE, FALSE). TRUE adds the restriction "Do not text" to the lead.
Ad Set ID Column M
23851234567890123 23851234567890456 23851234567890123 and more
Not matched
No field matches this header, and the values are long numbers with no meaning in Clinic OS. Choose a field, or leave it out.
Column A holds whole names. See how names are split
Check 3 columns and choose what to do with 1 more before you continue.
What is in column G, "Interested In"?
Which row has the column names? We picked row 1 because it has 13 filled cells, all text, and 11 of them are names we recognise. Pick another row if your headers start lower down.
Row 1 Full Name, Phone #, E-mail, Date Created, Lead Source, ...
Row 2 Susan Long, (509) 555-0111, susan.long@mail.example, 10/03/2026, ...
Row 3 Douglas Scott, 5415550140, dscott@mail.example, 10/14/2026, ...
Rows above the header (titles, print dates) are ignored. Blank rows, repeated header rows and a totals row at the end are skipped automatically.
How should we split full names? Column A holds whole names. We split each name using the rules below. 2 names have one word only; they will be asked about on the next step.
In the file
First name
Last name
Susan Long
Susan
Long
Mary Ann Diaz
Mary Ann
Diaz
Robert (Bob) Brown Jr.
Robert, preferred Bob
Brown, suffix Jr.
Van Dyke, Peter
Peter
Van Dyke
A comma means Last, FirstUsed when a name contains a comma. Otherwise the last word is the last name, keeping Van, De, Del, La and St. with it Words in brackets or quotes are the preferred name Nothing from Leads Oct 2026.csv has been imported, so cancelling changes nothing in Clinic OS. The uploaded file is deleted from the private import store straight away. Your answers so far are not saved to any file layout.
How to use this page. The same text is in the full help.
Read down the list. Green Matched columns are fine as they are. For each amber Check column, look at the first values. If the match is right, click Looks right. If not, open the dropdown and pick the right field. Red Not matched columns are left out unless you pick a field for them. If the column names look wrong, click Change header row and pick the row with the names. Click Continue. If anything in the values is unclear, you go to Quick questions next; otherwise to Matches.