# How to import leads from Juicebox

> Upload a Juicebox CSV export to OpenATS as leads on a role, with Juicebox’s status and sequence kept as tags.

An admin opens **Settings → Data & privacy → Import leads from Juicebox**, picks the CSV exported from Juicebox, and chooses a role (or a general opportunity). Everyone lands in your first lead stage, tagged with their Juicebox status and sequence. People already in OpenATS are matched, never added twice.

*Imports · Last updated 2026-11-10*

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## Import the export

1. Export your list from Juicebox as a CSV.
2. In OpenATS, open **Settings → Data & privacy → Import leads from Juicebox**.
3. Choose **Choose CSV file** and pick it.
4. Under **Create opportunities for**, pick a role, or **General opportunity (no posting)**.
   Leads go into the role’s first lead stage.

## What it does with each row

- Matches people already in OpenATS by their Juicebox ID, then email, profile link and phone.
- Keeps Juicebox’s **tags**, and adds `Juicebox: {status}` and `Juicebox sequence: {sequence}` tags. The role’s tags and your tag rules apply too.
- Leaves out email addresses Juicebox’s verification marked undeliverable, invalid or bounced.
- Skips rows without a full name, and doesn’t bring back someone who was imported before and removed.

Importing the same file again doesn’t add anyone to the same role twice.

> **Tip:** Adding people as you browse Juicebox? The [OpenATS Extension](https://openats.ai/docs/openats-extension/add-from-juicebox) adds a shortlist straight from the page, with their full work history.

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Still need help? Write to the OpenATS team at https://openats.ai/support (or support@b150.ai). We reply by email.

Source: https://openats.ai/docs/imports/import-from-juicebox
OpenATS help center: https://openats.ai/docs