You can download a selected event’s lead list in CSV file format using the Export button (1).

If you would like to make edits to the downloaded CSV file or add additional information that you want transferred back into your Romify Hub & CRM, you can easily upload the updated file back into the Romify Hub using the Import button (2). Doing so will automatically update all the leads both in the Romify Hub lead list and your integrated CRM system.

<aside> ✍🏻 NOTE: You cannot use a CSV file to import net new leads into Romify. This export/import feature combination is typically used for updating leads that already exist in Romify. Once the lead is updated in Romify, those updates will automatically push to your integrated CRM. Romify will recognize & match leads in this order within the selected event: 1) Romify internal ID 2) Email 3) First name + last name combination.

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Exporting Leads

• Filter Your Leads by Event - First, select the event from which you want to export leads (1). Once you've made your selection, the Export button will become active and change to blue (2).
  • Export Your Leads - Click the Export button (2) to download a CSV file. You can then make any necessary changes or add any missing information directly within that file.

Importing Leads

• Filter Your Leads by Event - First, select the event to which you want to import your revised CSV lead list (1). Once you've made the appropriate event selection, the Import button will become active and change to blue (2).

<aside> ✍🏻 NOTE: Please note that you can only import and update existing leads in Romify to edit their details or add additional information. It is not possible to add net new leads to the event if they were not originally scanned by Romify.

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• Select the File With the Revised Lead Data - To add a CSV file, drag and drop it into the designated area or click the field to manually upload the file (3)