> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getomni.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Lead Imports

# Lead Imports

Learn how to use imports in OmniAI to bulk add leads via CSV upload, API, or webhooks. This article explains the import overview and available import methods.

## Import Methods

### 1️⃣ Create leads from dashboard

Click "New lead", fill out the required information, and a new lead will be created. In order to start the AI agent, you'll have to go to the new lead and click "Trigger followup".

### 2️⃣ Create a lead via Email

If a client directly emails the agent for the first time, it will create a new lead automatically.

### 3️⃣ Create a lead via admin email

If an admin user emails the agent with lead information, or CC's the agent on an email chain with a borrower, it will create a new lead.

### 4️⃣ CSV upload

In the app dashboard:

1. Click "New lead"
2. Click "Import from CSV"
3. Upload a lead CSV with lead information
4. Map CSV columns to lead properties and their checklist items if any

<Note>
  CSV uploads support bulk imports of multiple leads at once. Make sure your CSV
  includes required fields like email or phone number.
</Note>

### 5️⃣ Webhooks

OmniAI supports **webhook-based imports** as a powerful way to send lead data directly into your workspace in real time. This is particularly useful for integrating external systems such as:

* CRMs
* Marketing platforms
* Signup forms
* Internal tools

Webhooks allow you to push data into OmniAI automatically whenever a new contact is created or updated externally.

See [Webhooks](/webhooks) for detailed setup instructions.

### 6️⃣ API

You can create leads programmatically using our API. See the [API Reference](/api-reference/leads/list-leads) for details.

## Best Practices

* **Include contact information**: Always include email or phone number for each lead
* **Map checklist items**: When importing via CSV, map columns to checklist items for automatic population
* **Verify data**: Review imported leads to ensure data accuracy
* **Use webhooks for real-time sync**: For CRM integrations, use webhooks for automatic lead creation

## Related Guides

<CardGroup cols={2}>
  <Card title="Document Vault" href="/leads/document-vault">
    View documents for imported leads
  </Card>

  <Card title="Timeline" href="/leads/timeline">
    Track activity for imported leads
  </Card>

  <Card title="Webhooks" href="/webhooks">
    Set up webhook-based imports
  </Card>

  <Card title="API Reference" href="/api-reference/leads/list-leads">
    Create leads via API
  </Card>
</CardGroup>