55. Does LEADer support exporting/importing data?
Yes. LEADer CRM fully supports both importing and exporting data, making it simple to migrate from spreadsheets or other CRM systems and ensuring you always maintain ownership of your information.
Importing contacts in the mobile app:
Open the TAGS tab (where all your contacts are categorized).
Select any list.
Tap the + contact icon at the top of the list.
Import the contacts you want directly into that list.
Importing contacts from a CSV file:
Go to the TAGS tab.
Tap the three dots (⋮) at the top of a list.
Select Import from CSV to upload contacts in bulk.
Exporting data in the mobile app:
Enter the TAGS tab.
Choose any label (it doesn’t matter which one).
Tap the three dots (⋮) at the top of the list.
Select Export to CSV file.
Exporting data on the web version:
Sign in at www.leader.net.
Open the sidebar and go to Settings → My Account → Export workspace data.
This process lets you generate a complete backup of leads, tasks, notes, quotes, and timelines whenever you want. Unlike many CRMs that restrict or charge extra for data portability, LEADer provides import and export access to all users, including during the free trial.
With CSV compatibility, you can smoothly switch from systems like HubSpot, Salesforce, Zoho, or Pipedrive, while protecting your business data with secure cloud storage and GDPR compliance.