> ## Documentation Index
> Fetch the complete documentation index at: https://help.leaf360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to move your database into Leaf360

> A written walkthrough of the video showing how to bring an existing CRM's leads and business partners into Leaf360 with the CSV importer.

This is the written version of a video showing how to move an existing database into Leaf360 instead of leaving it in a CRM you don't like, just because moving thousands of contacts by hand sounds miserable.

Prefer to watch it instead? Here's the video:

<iframe width="100%" height="400" src="https://www.youtube.com/embed/Hipkars-Xzg" title="How To Move Your Database Into Leaf360" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />

For the full reference on the importer, see [Import Data](/mortgage-crm/import-data). This page just follows the video.

## Finding the importer

**Import Data** is in the top right of the header — the spreadsheet icon, tooltipped **Import Data (CSV)**. It handles two kinds of record, each with its own template:

* **Leads** — potential borrowers
* **Partners** — business contacts, like real estate agents and title companies

<Note>
  This video only covers the Leads and Partners importer shown above. Loans use a separate importer: the upload icon next to Import Data, tooltipped **Import or Create Loans**.
</Note>

## The four-step wizard

<Steps>
  <Step title="Choose the type">
    Pick **Leads** or **Partners**. This decides which fields are available and where the records land once imported.
  </Step>

  <Step title="Upload your CSV">
    Only `.csv` files are accepted. If you're not sure what columns to use, **Download sample CSV** on this step gives you a template built from the exact fields Leaf360 recognizes for the type you picked.
  </Step>

  <Step title="Map your fields">
    Every column in your file gets matched to a field automatically where possible. Fix anything mismatched, skip what you don't want, or turn a column into a custom field.
  </Step>

  <Step title="Review and import">
    A full preview of your rows with the mapping applied, plus bulk controls to fill in anything missing (like lead source or partner contact type) before you commit. **Start Import** runs it.
  </Step>
</Steps>

## What happens to contacts you already have

Leaf360 checks each row against what's already in the system. A row that matches an existing record updates it instead of creating a duplicate — the finished import reports both a **Created** and an **Updated** count so you can see which happened.

<Warning>
  The wizard doesn't show you which rows will match before you import, and there's no way to choose update-vs-create yourself. If that distinction matters for a particular file, import a small slice first and check the counts before running the rest.
</Warning>

## If something goes wrong

Failed rows are listed by row number with what went wrong, up to the first fifty. There's no automatic retry — fix those rows in your file and import just that smaller batch again. If an entire import needs undoing, **Import History** under **Data & Integrations** in Settings can reverse it, showing exactly what will be deleted and restored first.

## Related

* [Import Data](/mortgage-crm/import-data)
* [Contacts](/mortgage-crm/contacts)
* [Sales Pipeline](/mortgage-crm/sales-leads)
* [How to Videos](/faq/overview)