1. Sellora AI Platform User Manual
Sellora Manual
  • Sellora AI Platform User Manual
    • Introduction
    • Getting Started
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    • Brand Guidelines
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    • Wizard
    • Companies
    • People
    • Campaigns
    • Outreach
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    • Content Library
    • Imports
    • Connected Tools
    • Outreach Settings
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    • Manage Account & Organization Settings
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  1. Sellora AI Platform User Manual

Imports

The Imports section in Sellora AI allows you to import multiple
leads from a spreadsheet and review previous spreadsheet imports.
Access it from Sales Manager → Imports.
Screenshot 2026-08-21 at 12.30.05.png

Imports Page#

The Imports page keeps a record of spreadsheets imported into the Sales Manager CRM.
Screenshot 2026-08-21 at 12.30.32.png
For each import, the table can display:
File
Uploaded by
Uploaded
Status
Contacts
Actions
Import statuses can include Completed and Discarded.
Use Search imports to find a previous import.
Screenshot 2026-08-21 at 12.31.37.png
Select Download to download an imported spreadsheet.
Screenshot 2026-08-21 at 12.33.16.png
Open an import record to review the
contacts added from that file.
Screenshot 2026-08-21 at 12.33.58.png

Import Leads from a Spreadsheet#

To begin a new import:
1.
Open Sales Manager → Imports.
2.
Select Import from Excel.
Screenshot 2026-08-21 at12.10.19.png
The workflow contains four stages:
1.
Upload
2.
Companies
3.
People
4.
Done

Step 1: Upload#

Download and use the Sellora AI import template
before preparing your spreadsheet.
Screenshot 2026-08-21 at 12.11.18.png
Important: Import leads according to the provided spreadsheet
template so the columns match the format expected by Sellora AI.
After completing the template:
1.
Return to Import leads from Excel.
2.
Drag the file into the upload area or select Choose file.
Screenshot 2026-08-21 at 12.15.53.png
3.
Upload the spreadsheet.
Supported file types shown in the interface are .xlsx, .xls, and
.csv. The maximum displayed file size is 15 MB.

Step 2: Companies#

After upload, Sellora AI reviews the company records.
Screenshot 2026-08-21 at12.13.35.png
If there are no matching conflicts, the interface displays No company conflicts and shows how many new companies will be created.
Select Continue to proceed. If conflicts are identified, review and resolve them before continuing.

Step 3: People#

Sellora AI then reviews the People records.
Screenshot 2026-08-21 at 12.17.08.png
If no matching conflicts are identified, the interface displays No people conflicts and shows how many contacts will be created.
Review the result and select Commit import. You can return to Companies if records need to be reviewed again.

Step 4: Done#

After selecting Commit import, the import process moves to the Done stage.
Screenshot 2026-08-21 at 12.18.25.png
The Import complete screen provides a summary of the completed import.
The summary includes:
Leads created – Number of lead records created.
New companies – Number of new company records created.
Companies merged – Number of company records merged with existing companies.
New contacts – Number of new contact records created.
Contacts merged – Number of contacts merged with existing contacts.
Pending leads – Number of leads still pending.
Skipped – Number of records that were skipped during the import.
Failed – Number of records that could not be imported.
The screen also displays the imported file name and the total number of rows processed.
Select Done to complete the import process.
Once Done is selected:
The imported leads are added to the Wizard under User requests.
The completed import is also added to the Imports widget, where the import record can be viewed.
The imported leads can then be reviewed and enriched according to the enrichment policy.

Review an Imported File#

Return to Sales Manager → Imports and open a completed import to
review its details.
Screenshot 2026-08-21 at 12.42.46.png
The import summary can show:
Contacts created
Contacts merged
New companies
Pending leads
The Imported contacts section shows every contact parsed from the
file and what happened to it. Information can include:
Name
Role
Company
Email
Phone
Type
The Type field can show a status such as Enriched.
Select Download file to download the spreadsheet used for the
import.

Enrichment Requirements for Manually Added and Imported Leads#

For manually added leads and imported leads:
Country is mandatory.
City is mandatory.
At least one of the following is mandatory:
Phone number
Email address
If these required details are not available, the lead will not be
enriched.
Important: Before enrichment, make sure Country and City
are available and the lead has either a Phone number or an Email
address.

Import Workflow Summary#

1.
Open Sales Manager → Imports.
2.
Select Import from Excel.
3.
Download the import template.
4.
Complete the spreadsheet according to the template.
5.
Check the required enrichment information.
6.
Upload the .xlsx, .xls, or .csv file.
7.
Review Companies and resolve conflicts if required.
8.
Review People and resolve conflicts if required.
9.
Select Commit import.
10.
Complete the Done stage.
11.
Return to Imports to review the completed import and imported
contacts.
Tip: Using the provided template and checking enrichment
requirements before uploading helps reduce import conflicts and
prevents leads from failing enrichment.
Modified at 2026-08-21 08:13:47
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