---
title: "Importing Your Monthly Lead File Into unLocked CRM (CSV to First Dial in 10 Minutes)"
description: "From CSV download to AI Voice OS first-touch — the exact 10-minute workflow that turns a monthly drop into live conversations the same day."
url: https://unlockedcrm.ai/blog/import-aged-leads-into-unlocked-crm
canonical: https://unlockedcrm.ai/blog/import-aged-leads-into-unlocked-crm
category: "Lead Generation"
published: 2026-05-26
author: "unLocked CRM Team"
source: unLocked CRM — AI CRM for insurance agents
---

# Importing Your Monthly Lead File Into unLocked CRM (CSV to First Dial in 10 Minutes)

## TL;DR

Download, map columns, assign to a campaign, wire dialer + SMS + AI Voice OS cadences, and go live in under 10 minutes. The lead-subscription CSV template aligns 1:1 with unLocked CRM import fields by default.

The lead file is only valuable once it's live in the CRM. Here's the 10-minute workflow.

## Step-by-step

1. **Download** — filter your monthly file by product line, state, zip, and age, then export the CSV
2. **Import** — Contacts → Import → CSV. Mapping is automatic for unLocked subscription exports
3. **Tag** — apply tags for income, net worth, marital status, kids, homeowner
4. **Assign** — wire each tag to its own campaign (dialer + SMS + AI Voice OS)
5. **Launch** — go live, review in 48 hours, iterate

That's it. Every monthly drop becomes live conversations the same day.

## Related

- https://unlockedcrm.ai/blog/filter-aged-leads-by-state-zip-age
- https://unlockedcrm.ai/blog/what-comes-with-unlocked-lead-subscriptions
- https://unlockedcrm.ai/blog/starter-vs-pro-vs-elite-lead-package

---

Source: [Importing Your Monthly Lead File Into unLocked CRM (CSV to First Dial in 10 Minutes)](https://unlockedcrm.ai/blog/import-aged-leads-into-unlocked-crm) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/import-aged-leads-into-unlocked-crm.