Playbook · PT30M

How to Import 10,000 Leads from CSV Cleanly

TL;DR

Clean the CSV first (phone normalisation, duplicate detection, quality checks), then upload. Leadkaun handles 10,000 rows in under 60 seconds. Expect 20–40% of historical CSV data to be junk — that's normal.

01Why this matters

The bet behind the playbook.

CSV imports are where most 'CRM migrations' fail. Teams upload raw files, skip cleaning, then blame the tool when grading looks wrong. A 30-minute pre-upload audit doubles the quality of everything downstream — Fit scores, grade distributions, rep time spent.

02What you need first

Gather these before you start.

  • Source CSV with at least: name, phone, email, source, date added
  • 30 minutes for cleaning and validation
  • Access to your Leadkaun or target system
03The steps

Run it in order.

  1. 01

    Dedupe on phone + name

    Indian phone formats vary (+91, leading 0, with spaces). Normalise to E.164 before dedup. Expect to drop 5–15% of rows.

  2. 02

    Validate phone format

    Any row without a 10-digit Indian number (after normalisation) goes to a 'quarantine' sheet for manual review — usually junk or international.

  3. 03

    Check company name sanity

    Filter for test strings ('asdf', 'test', 'xxx'). Flag rows without company name for manual ICP tagging.

  4. 04

    Audit source reliability

    If 40%+ of a source's leads are junk, that source will bring down overall data quality. Consider excluding it from the import until source is fixed.

  5. 05

    Upload via Leadkaun CSV import

    Drag-drop into the import UI. Leadkaun streams via Supabase Storage + Inngest batch worker (BATCH_SIZE=500). 10k rows finish in under 60 seconds.

  6. 06

    Review Import Insight Screen

    Shows distribution by grade, source, and quality. If 60% are Grade F, the source data has a quality problem — don't blame the tool.

  7. 07

    Run first Morning Brief on day 2

    Day 1 scoring is stabilising. Day 2 Morning Brief is the first real signal — check with reps whether the Grade A list looks right.

04Mistakes to avoid

Where teams usually slip.

  • Skipping the phone normalisation step — a large share of leads slip through as duplicates
  • Uploading without sanity-checking source reliability
  • Panicking when grade distribution looks unexpected — often reflects real data quality, not tool error
05FAQ

Questions teams ask mid-rollout.

See it in Leadkaun

This is the product behind the page.

Every lead graded A–F, a live Priority Queue per rep, and the ₹ at risk surfaced in real rupees — set up the same day.

From playbook to automation

Want this running automatically?

Leadkaun automates the workflow above the same day — no spreadsheet maintenance, no manual updates, no ops overhead.