Import Your Own Leads

You have a list (referrals, conference contacts, a CRM export) and you want Pioneer's research and qualification on it. This page shows you how to paste it in, what happens next, and how to get the cleanest results.

Import when you have the list; discover when you don't

Use discovery when:

• You need to find new leads you don't already know about
• You want Pioneer to explore the web for you
• You're entering a new market or space

Use import when:

• You have an existing list of companies or people
• Someone referred prospects to you
• You want Pioneer's qualification on known targets
• You're migrating from another tool

Use both in the same pipeline: discover new leads while importing specific ones. Imported leads go through the exact same enrichment and qualification as discovered ones; the only difference is how they entered.

Paste your list

1. Open your pipeline
2. In the Leads column header, click more leads
3. Choose Upload your own list
4. Paste your leads, one per line, and start the import

Pioneer creates a lead for each line and starts processing them right away.

What you can paste

You don't need a perfectly formatted file. The importer understands:

• Links: company homepages, LinkedIn company pages or profiles, personal websites
• Names: company or person names ("Acme Robotics", "Jane Rivera")
• Emails: work email addresses
• Pasted tables: copy rows straight from a spreadsheet or CRM export

Mix and match freely. Pioneer reads each line and figures out who the lead is. One lead per line works best.

Importing a single lead

Same flow: open more leads → Upload your own list and paste just one line.

Watch your import land

Imported leads arrive through the Incoming box directly above the Leads column, the same place discovered leads appear, so everything new lands in one spot.

Here's what you'll see, in order:

1. "Reading your list…" Pioneer parses what you pasted and works out who each line refers to. This usually takes a few seconds, even for long lists.
2. Queued rows. Each lead from your list appears immediately as a muted row marked queued, so you can confirm Pioneer read your list correctly before research even starts.
3. Live progress. Each queued row turns into a live one with a progress indicator as Pioneer researches it. If something goes wrong on a lead, a warning icon appears; hover for details and click Retry.
4. Ready. Finished leads move onto your board, qualified against your criteria and sorted like any other lead.

One job at a time

A pipeline runs one lead-adding job at a time, either a search or an import, never both at once. If you try to start a second one, Pioneer tells you:

"A lead import is already running for this pipeline. Wait for it to finish before adding more leads."

This keeps results clean: each batch finishes, lands on your board, and you can react to it before the next one starts. Once the running job finishes, start the next one from the same more leads control. If a job ever stalls, the block clears itself after a short while, so you won't be locked out.

Different pipelines are independent: a running import in one pipeline never blocks work in another.

Get clean results

Match your pipeline's focus. If your pipeline is looking for B2B startups, import B2B startup URLs. Mismatched leads produce poor qualification results, because the criteria were written for something else.

Links beat names. Names and emails work, but a direct link (the lead's website or LinkedIn page) removes ambiguity: there's only one company at that URL.

Check for duplicates. Pioneer deduplicates by resolved URL. If you import the same lead twice via different URLs, they may appear as separate leads.

Big lists are fine; react between batches. There's no need to trickle leads in. Paste the whole list, let the import finish, review the results, then refine your criteria before importing or searching for more. One reviewed batch teaches Pioneer more than three unreviewed ones.

Using import for qualification only

If you don't need discovery and just want Pioneer to qualify leads you already have:

1. Create a pipeline with criteria (no need for a discovery description)
2. Paste your lead list via more leads → Upload your own list
3. Let Pioneer qualify them

This gives you Pioneer's enrichment and qualification without the discovery step.

Next steps

• Enrich Leads with Properties: extract the data you need from imported leads
• Teach Pioneer What a Great Lead Looks Like: the rules your imports are judged against
• How Pioneer Finds Leads: complement your list with discovery

Need help?

If you have questions, reach out to us at support@pioneerclimate.com