How do I import and export Leads?

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Wodify allows Admins and Managers to export leads to excel and import leads from excel. 

To export leads: 

  1. Go to Wodify Admin > 'People' > 'Leads'
  2. Click on the 'Checkboxes' next to the leads names that you would like to export
  3. Click on the 'Bulk Actions' drop down menu and choose 'Export' 


To import leads: 

  1. Go to Wodify Admin > 'People' > 'Leads'
  2. Click the 'More' dropdown menu
  3. Click 'Import;'
  4. Click 'Select a File' and select the Excel file that you would like to import
  5. Click 'Import.' 

These newly imported leads will now appear in your Leads list in Wodify Admin.

 

IMPORTANT: This file will need to be imported in a specific format. To see this format, use the 'Export Leads to Excel' function and use this exported list as a template for future imports. The image below will show the necessary fields, with the required fields shown in red. The information will need to be entered in exactly the same format as shown below. 

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