If you have a list of leads and clients saved outside of HoneyBook, you can bring them into your project pipeline to manage all your opportunities and active projects in one place. One project is created per contact or lead imported.
📣 Note
This feature is only available on the web.
Before you start: Prepare your file
Export your leads or clients from your existing CRM or spreadsheet tool
Make sure your file meets the requirements below before uploading
File requirements
Format: CSV, XLS, or XLSX
Maximum 500 items per import
Email isn’t required for project imports — but is required when importing contacts from the Contacts page
Import your leads and clients
Create a project manually
From the navigation menu, select Projects
Select Create new
Alternatively, select the dropdown by Create new > Create manually
Enter the project's name, then select the project type and stage (required)
Add any optional details
Select Create project
Import from Gmail
From the navigation menu, select Projects
Select Import from Gmail
Alternatively, select the dropdown by Create new > Import from Gmail
If you haven't connected your Gmail account yet, follow the prompts
Import a spreadsheet
From the navigation menu, select Projects
Select the dropdown by Create new > Import spreadsheet
Drag and drop your file, or select Browse files to upload
Review the list of projects and contacts to import, and uncheck any you'd like to exclude
If your file has multiple sheets, select which sheet(s) you want to import — you can select more than one
Select Manage fields to map your file's columns to HoneyBook fields
Unmatched fields won't be imported
If your file doesn't have column headers, uncheck My file has headers and use the dropdowns to label each column. HoneyBook AI automatically detects and maps column headers — including ambiguous header names, duplicate columns, and common CRM export formats — so you'll spend less time manually matching fields.
To skip a specific column, select Do not import for that field
Select Preview when you're done
Select Import
Your leads and clients will be added to your pipeline and Contacts page
A project is created for each individual, and all contact-specific values are mapped to the right fields. From there, you can start communicating with them right from the project workspace.
Integrate with another CRM
From the navigation menu, select Projects
Select the dropdown by Create new > Integrate with other CRM
Select a tool, then follow the instructions and prompts
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!