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roos-fs tasks #175

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Lead Import from Excel

Added by Vadim Pariev 10 months ago. Updated 5 days ago.

Status:
Closed
Priority:
Normal
Start date:
07/13/2025
Due date:
% Done:

0%

Estimated time:
5:00 h

Description

User Story:
As an admin, I want to import leads from an Excel file so that I can onboard multiple leads at once.

Acceptance Criteria:

  • An import function is available for Excel files (.xlsx or .csv)
  • A sample Excel template is provided for the user to download
  • make sure that the implimentation resembles other imports in the system
  • Upon upload, data is validated, and errors (e.g., missing fields, duplicates) are reported
  • Note that only Email, Phone number and email is obligatory fileds for the import
  • Duplicates are checked against name, email, and phone number
  • Leads are created in the system upon successful import

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