If you have a list of potential customers from another platform, event, or referral campaign, you can import them directly into Leads Management as a CSV file.
β οΈ This is a Beta feature available to selected accounts only. If you'd like access, contact your account manager.
Step 1: Prepare your file
Go to Customer Center > Leads Management > Options > Import leads.
Click Import new leads and download the sample CSV file.
Fill in your data using the same column structure as the sample file.
Before uploading, review your file for:
Phone numbers in the correct format
Consistent naming for lead sources
Custom field values that match fields already set up in MoeGo
Empty rows or broken data β remove these before importing
π Note: Only CSV files are supported.
Step 2: Upload your file
Click Import new leads and select your prepared CSV file.
Review the column mapping β confirm that your columns match the correct MoeGo fields.
Click Confirm to start the import.
Step 3: Review the results
Once the import runs, check the import status screen to see how many leads were successfully imported.
If any leads failed to import:
Download the error file to see which records failed and why
Fix the issues in your spreadsheet
Manually add any leads that can't be corrected through re-import, using Add lead


