Importing Records

We show how effortlessly you can bulk‑import any record (like leads) into SalesDesk via CSV: first export your filtered leads from Clay (or any source) into a standard CSV, then in SalesDesk’s Leads board click “Import CSV,” upload the file, and map each column to the corresponding lead fields (even profile photos). SalesDesk previews which records will be created vs. updated (preventing duplicates), runs the import in the background with a real‑time progress indicator, and lets you download any failed rows with error messages for quick correction and re‑upload. Once complete, your new leads appear under a “Recent imports” filter—ready for outreach, workspace invites, and full collaborative selling.