Within the Meta Business Suite, you can export a file containing the information submitted through your Instant Form. You can also download this data from Ads Manager or request it via the API. Follow the steps below to download your lead data directly from Business Suite.

Downloading Leads Data from Meta Business Suite

  1. Navigate to Business Suite.
  2. From the menu, select More Tools and click on Instant Forms.
  3. Locate the form with the leads you wish to export and click Download.
  4. Choose your preferred download method:
  • Download New Leads: Exports only the leads received since your last download.
  • Download by Date Range: Exports all leads received during a specified period. After selecting this option, choose the desired date range and click Download.
  1. A window will appear with your form information. Click CSV to download the lead data in your chosen file format.

📌Note: You have 90 days from when a lead submits their form to download their information. After 90 days, the lead data expires. To keep hold of your data, we recommend exporting it regularly.

Importing Leads into Your CRM

Once you have your list of leads, head to the Contacts tab and select Import from the upper right-hand menu.

Choose the Contact object, then click Next.

Download the sample file or click the learn more button to check your file is ready for upload (1). Once confirmed, click within the upload box or drag and drop the file from your device (2). Next, choose how contacts should be uploaded (3) and view deduplication preferences below (4). To change these preferences, go to your account settings.

After completing these steps, click Next.

Map the fields from your Facebook Lead Form to the corresponding CRM fields, then click Next.

If you prefer not to import empty values, select the option to the far right of each field.

In the final tab, add a tag for these leads or create a new smart list (optional), select the "Add imported contacts to a workflow" option, and choose the workflow from the dropdown.

Review any further settings, then click "Start Bulk Import" to begin. This will get your lead data into the CRM and into the right workflow, ready for action.

Troubleshooting Download Issues

If you run into issues downloading your leads file:

  • Check with your Business Manager admin whether they've customised access permissions in Leads Access Manager.
  • If permissions haven't been customised, contact your Meta Page admin to get the access you need. Before any customisation, only Meta Page admins can download leads.
  • If permissions have been customised, make sure you've been given the correct access. Only people with assigned permissions can download leads once customisation is in place.