Data Import and API Integration
Bulk import leads from spreadsheets and connect external systems through the public Lead API and webhooks in Evox.
Data Import and API Integration brings leads into Evox from spreadsheets, the public Lead API, and incoming webhooks, with every record landing in the same database.
How it works
You can onboard historical data with a bulk CSV or Excel import, connect systems that produce leads through the public Lead API, and receive live events through webhook receivers. Imports run on a background processing queue, so the platform stays responsive while each record is validated, checked for duplicates, and written in batches. A progress tracker shows percentage complete with counts for successes, skipped duplicates, and validation errors.
Key capabilities
- Bulk CSV and Excel import with a column mapping step for standard and custom fields, and saved mapping templates for reuse.
- Background import processing with a live progress tracker showing rows processed, duplicates skipped, errors caught, and time remaining.
- Public Lead API for create, update, search, and retrieve across the full lead schema, including custom fields.
- API key management from the settings panel, with one click key regeneration and immediate invalidation of old keys, recorded in the activity log.
- In-app API documentation that lives next to the lead workspace and matches the current API version.
- Webhook receivers that authenticate incoming events, validate the payload, and process them as a new lead, an update, or an automation trigger.
Tips
When rotating an API key, swap the new key into your integration first, then revoke the old one. The activity log records each rotation with a timestamp and user for an audit trail.