Capital Raise CRM
Import Investors (CSV)
Upload a CSV of contacts to add to the investor database. No emails or texts are sent.
Expected format
First row = headers. Flexible names are mapped automatically (e.g. Email Address→email, Mobile/Cell Phone→phone, Name→full_name, Lead Source→source, Interest→investment_interest).
Columns: first_name, last_name, full_name, company, email, phone, investor_type, investment_interest, min_investment, target_investment, preferred_return, source, status, tags, notes
Required per row: a first name (or full_name) plus an email or phone. Blank status defaults to New Lead; blank source defaults to CSV Import. Duplicates (email/phone) are skipped.