---
title: "Batch Upload Leads: Step-by-Step Guide"
description: "Learn how to batch upload leads for events with our simple guide, covering template usage, column formats, and data cleaning steps."
canonical: https://bahrul.me/blog/batch-upload-leads-a-complete-guide
last-updated: 2026-06-13
---

# Batch Upload Leads: Step-by-Step Guide

> Learn how to batch upload leads for events with our simple guide, covering template usage, column formats, and data cleaning steps.

**Canonical URL:** https://bahrul.me/blog/batch-upload-leads-a-complete-guide
**Section:** Writing
**Last modified:** 2026-06-13

Ready to supercharge your event data? Here’s everything you need to batch upload leads – we’ve made it simple and clear. Let’s turn that spreadsheet into a lead-generating machine!Grab Your Template and Get StartedCopy the template here: Bulk Data Templatewarning Heads up!Watch out for the file name, red columns (mandatory), and green columns (optional). And please don’t change the column names – they’re our secret sauce for smooth processing.Standard Column FormatMandatory columns – fill these in and you’re goldenColumnFormat / ExampletimestampISO 8601 date-time: 2025-02-04 07:37:16branchOnly KYZN BSD or KYZN KuningannameLetters only, capitalised first letter. Example: Bahrul BangsawanphoneStart with 628, not 8. Example: 6282129505610sourceTracking framework standard. Example: paid_eventsremarksEvent ID for paid_event, free_event, booth_event, inhouse_event; adset ID for meta_ads. Example: 220240115-1705303680--open-booth-dekhadmediumTracking framework standard. Example: event_formmremarksTracking framework standard. Example: wacontact_ownerThe PIC who gets the lead. Example: SiskainterestStandard interest category. Example: Membership Kidsinterest_remarksStandard interest remarks. Example: Academy Pass 12 MonthsOptional columns – nice-to-haves that boost your lead qualityColumnFormat / ExampleemailMust be clear and contactable. Example: hello@kyzn.lifedobISO 8601: 1999-12-26contentInfo about content or material the customer saw. Example: https://www.instagram.com/p/DFmuV7UpLYp/picThe assigned person contacting the customer. Example: DesragenderMale or Female – English only, capitalised.Event TerminologyDefinitionspaid_event – Paid events (ticketing/venue rental) that generate revenue. Examples: Birthday Party, Competition, Gathering, Paid Open Class. Category: Activationfree_event – Free events with barter value or partnerships. Example: Free Open Class. Category: Activationbooth_event – Events with booths in malls/public areas to reach a wider audience. Category: Acquisition activitiesinhouse_event – Internal KYZN events to attract leads or meet member needs.Categories (Event Type – Source – Examples)B2B – Free Event: free_event – Anniversary, Gathering, Seminar, Talk Show, Town Hall, Competition, Sports Non-CompetitionB2B – Paid Event: paid_event – Anniversary, Gathering, Seminar, Talk Show, Town Hall, Competition, Sports Non-CompetitionB2C – Free Event: free_event – Birthday PartyB2C – Paid Event: paid_event – Birthday PartyInternal – Free Event: free_event – [custom]Internal – Paid Event: paid_event – [custom]Internal – Booth Event: booth_event – [custom]Internal – Inhouse Event: inhouse_event – Open House, Holiday Camp, Grading Week, Competition, Celebration Day, Season Event, AnniversaryCleaning Data: Step by StepFormat the timestamp columnUse ISO 8601 format: YYYY-MM-DD hh:mm:ss. Select column B → Click More Format (the 123 icon) → Choose date-time format YYYY-MM-DD hh:mm:ss. Done!Clean the phone columnMake sure every number starts with 628, not 8. Use Rubot → Data Processing → Cleaning Phone Numbers.Clean the name columnUse Rubot → Data Processing → Cleaning Text.Adjust source, sremarks, medium, mremarksIf the event hasn’t been created in Event Manager (budget.kyzn.life), create it first to get the sremarks from the event ID. How? Go to Event Manager → Click event detail → Click Copy. Then fill in: source (e.g., free_event), sremarks (copied ID), medium (e.g., bulk_data), mremarks (e.g., form).Adjust pic, contact_owner, interest, interest_remarksFill in pic (contacting person), contact_owner (PIC who got the lead), interest (standard category), interest_remarks (standard remarks).Remove duplicatesClick Data menu → Data clean-up → Remove Duplicate. Check only column E (phone column) → Click Remove Duplicate.Process Overviewflowchart TD A[Grab Template] --> B[Fill Columns] B --> C[Clean Timestamp] B --> D[Clean Phone & Name] B --> E[Adjust Event References] B --> F[Set PIC & Interest] F --> G[Remove Duplicates] G --> H[Clean Data Ready] You’re all set! Your bulk event data is now clean and ready to roll. Supercharge those leads!