---
title: "How to Upload a CSV File"
slug: "how-to-upload-a-csv-file"
tags: ["CSV", "Upload"]
updated: 2024-08-07T16:39:24Z
published: 2024-08-07T16:39:24Z
canonical: "help.schola.com/how-to-upload-a-csv-file"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.schola.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Upload a CSV File

You have just hosted an open house or have canvassed a neighborhood and now you have fifty new Leads. Let’s add those leads to the Relationship Manager! Schola gives you the ability to add these leads in bulk by uploading them via a CSV file.

Better yet, we even provide you with a **CSV file template** for you to use. To receive this template and then add the leads to your Relationship Manager using this template, follow these steps:

1. Click on **“Add Leads”** and then click on **Upload via CSV**.

![Screenshot 2024-08-05 at 2.02.27 PM.png](https://cdn.us.document360.io/24561116-0905-4f9f-91ac-4173c94f303a/Images/Documentation/Screenshot%202024-08-05%20at%202.02.27%20PM%281%29.png)

1. A pop up window will appear that will then allow you to choose the CSV file that you wish to upload from your computer.
2. After choosing a file, Schola will ask you to map the column data that Schola uses with your own.
3. Click on **Import** and your leads will be added to the Incoming Leads tab.

#### Best Practices when uploading a CSV:

1. It is always best to include a Lead Source Column on the CSV you upload. This helps track the success of any leads you upload! Example Lead Sources can be:
  - May Open House
  - March Canvassing
  - Bus Ad
  - Etc
2. Including as much information as possible is always best when uploading leads into your Relationship Manager, after all, this is where you will be able to see all the information about an interested family.
3. Have any custom items you would like to track? Be sure to add those as a custom column in your Relationship Manager first, then match the column as you upload your leads.

          **Pro Tip**

          

If you would like to learn how to add a custom column to your Relationship Manager, [click here](https://help.schola.com/docs/edit-columns-1).

A family interested in your school and their associated contact information.

The central database for all of your school's Leads - including those generated by Schola and/or those that you upload directly.

Incoming leads are new families who have directly expressed interest in a school whether that is through our ScholaMatch Quiz, from one of your school in house recruitment efforts, or ads that Schola has created for you.

Lead Source refers to the source of any Lead within the Schola Relationship Manager. Sources can include the ScholaMatch Quiz, leads generated by Schola, or leads from your efforts that were manually added.