The upload is rejected.

Make sure the file is CSV, not XLSX, and the first row is column headings.

Phone numbers look wrong.

Include the full 10-digit number. Spreadsheets sometimes drop leading characters or turn numbers into scientific notation; format the column as text.

Rows with a phone or email already in Willa are skipped as duplicates.

Imported leads have no recorded consent, so Willa doesn't contact them automatically. Your team can reach out personally.

Use Excel's Data > From Text/CSV import so special characters display correctly.

Bring in existing leads from a spreadsheet and export your data any time.

Where in Willa: Leads

Who can do this: Owners and admins.

1
Prepare a CSV
Include columns for first name, last name, phone, email and any notes.
2
Import
Upload the file, match columns and review. Duplicates by phone or email are skipped.
3
Export
Export your leads or current view to CSV.

Imported leads are not contacted automatically unless they have recorded consent.

The upload is rejected.: Make sure the file is CSV, not XLSX, and the first row is column headings.
Phone numbers look wrong.: Include the full 10-digit number. Spreadsheets sometimes drop leading characters or turn numbers into scientific notation; format the column as text.
Some rows were skipped.: Rows with a phone or email already in Willa are skipped as duplicates.
Imported leads aren't being followed up.: Imported leads have no recorded consent, so Willa doesn't contact them automatically. Your team can reach out personally.
My export opens strangely in Excel.: Use Excel's Data > From Text/CSV import so special characters display correctly.

Need a hand? Email kyle@heywilla.ai.