---
title: Can I bulk upload my leads?
description: Learn how to bulk upload leads into Octiv using a CSV file, including the required format and import process.
---

[Skip to content](https://knowledge.octivfitness.com/can-i-bulk-upload-my-leads#main-content)

English

Show submenu for translations

[More support](https://knowledge.octivfitness.com/kb-tickets/new?hsLang=en)

![](https://knowledge.octivfitness.com/hs-fs/hubfs/appIcon.png?width=100&height=75&name=appIcon.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [More support](https://knowledge.octivfitness.com/kb-tickets/new)
- Contact us

 Contact us

 How can we help you?

- There are no suggestions because the search field is empty.

1. [Help Center](https://knowledge.octivfitness.com/?hsLang=en)
2. [Leads](https://knowledge.octivfitness.com/leads?hsLang=en)

# Can I bulk upload my leads?

## Leads can be bulk uploaded via a CSV file

Use the leads import functionality to bulk upload numerous pre-existing leads to your platform.

**Leads \> Import \> Drag file or click to select from device.**

![Leads Template](https://knowledge.octivfitness.com/hs-fs/hubfs/Knowledge%20Base%20Import/Leads%20Template-2.png?width=688&name=Leads%20Template-2.png)

*Please note the format of the file you upload must be saved as ".csv" (comma separated value) and adhere to the guidelines provided.*

*Column Specifics:*

- ***Location Name:*** *must match the location name on Octiv*
- ***First Name:*** *Mandatory field*
- ***Surname:*** *Optional*
- ***Gender:*** *must be capitalized to either "M" or " F"*
- ***Email address:*** *Mandatory field*
- ***Mobile number:*** *must be full number with no spaces*
- ***Date of Birth:*** *Must match the format of YYYY-MM-DD*
- ***Status:*** *must be the same as seen in the status drop down options under manage leads. This can be either "Pending", "Contacted", "Needs Follow Up", "On Ramp Started", "On Ramp Completed" or "Other"*

***Source:*** *Type in the origin of your source, optional field*

![Import Leads](https://knowledge.octivfitness.com/hs-fs/hubfs/Knowledge%20Base%20Import/Import%20Leads-2.gif?width=688&name=Import%20Leads-2.gif)

- [Getting Started](https://knowledge.octivfitness.com/getting-started?hsLang=en)
- [Members](https://knowledge.octivfitness.com/members?hsLang=en#main-content)

    - [Attendance & Tracking](https://knowledge.octivfitness.com/members?hsLang=en#attendance-tracking)
    - [Packages & Billing](https://knowledge.octivfitness.com/members?hsLang=en#packages-billing)
    - [Profiles & Setup](https://knowledge.octivfitness.com/members?hsLang=en#profiles-setup)
    - [Contracts & Waivers](https://knowledge.octivfitness.com/members?hsLang=en#contracts-waivers)
- [Staff Management](https://knowledge.octivfitness.com/staff-management?hsLang=en)
- [Leads](https://knowledge.octivfitness.com/leads?hsLang=en)
- [Packages](https://knowledge.octivfitness.com/packages?hsLang=en#main-content)

    - [Lead Drop Ins](https://knowledge.octivfitness.com/packages?hsLang=en#lead-drop-ins)
    - [Member Packages](https://knowledge.octivfitness.com/packages?hsLang=en#member-packages)
    - [Location specific packages](https://knowledge.octivfitness.com/packages?hsLang=en#location-specific-packages)
- [Scheduling](https://knowledge.octivfitness.com/scheduling?hsLang=en)
- [Accounts](https://knowledge.octivfitness.com/accounts?hsLang=en#main-content)

    - [Member Billing & Payments](https://knowledge.octivfitness.com/accounts?hsLang=en#member-billing-payments)
    - [Your Octiv Subscription](https://knowledge.octivfitness.com/accounts?hsLang=en#your-octiv-subscription)
- [Payment Gateways](https://knowledge.octivfitness.com/payment-gateways?hsLang=en#main-content)

    - [GoCardless](https://knowledge.octivfitness.com/payment-gateways?hsLang=en#gocardless)
    - [Stripe](https://knowledge.octivfitness.com/payment-gateways?hsLang=en#stripe)
    - [Paystack](https://knowledge.octivfitness.com/payment-gateways?hsLang=en#paystack)
    - [Three Peaks](https://knowledge.octivfitness.com/payment-gateways?hsLang=en#three-peaks)
    - [Netcash](https://knowledge.octivfitness.com/payment-gateways?hsLang=en#netcash)
- [Store](https://knowledge.octivfitness.com/store?hsLang=en#main-content)

    - [Products](https://knowledge.octivfitness.com/store?hsLang=en#products)
    - [Point of Sale (POS)](https://knowledge.octivfitness.com/store?hsLang=en#point-of-sale-pos)
    - [Sales](https://knowledge.octivfitness.com/store?hsLang=en#sales)
- [Comms](https://knowledge.octivfitness.com/comms?hsLang=en)
- [Reports & Data](https://knowledge.octivfitness.com/reports-data?hsLang=en)
- [Check in](https://knowledge.octivfitness.com/check-in?hsLang=en)
- [Workouts](https://knowledge.octivfitness.com/workouts?hsLang=en)
- [Octiv Explore](https://knowledge.octivfitness.com/octiv-explore?hsLang=en)
- [Vitality](https://knowledge.octivfitness.com/vitality?hsLang=en)
- [Settings](https://knowledge.octivfitness.com/settings?hsLang=en#main-content)

    - [Integrations](https://knowledge.octivfitness.com/settings?hsLang=en#integrations)
- [Add-ons](https://knowledge.octivfitness.com/add-ons?hsLang=en)
- [For Members](https://knowledge.octivfitness.com/for-members?hsLang=en)

[![Chill listening crop-3](https://knowledge.octivfitness.com/hs-fs/hubfs/social%20octiv-1.png?width=24&height=24&name=social%20octiv-1.png "Chill listening crop-3")](http://www.octivfitness.com)

<https://www.facebook.com/> <https://www.twitter.com/> <https://www.instagram.com/> <https://podcasts.apple.com/> [mailto:email@email.com](mailto:email@email.com)

Copyright © 2026, Octiv