Import registrations by spreadsheet

Import customers, prospects, bulk-send contacts and vehicles via CSV in Notfy, using the on-screen template and tracking rows with errors.

The registration screens accept CSV files to bring in several records at once. Notfy shows a spreadsheet template, validates the rows in the background and reports what was imported or rejected.

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Prepare the file

1. Open the corresponding list

   Use Import spreadsheet in Customers, Prospects, Vehicles or inside a list in Bulk Message Sends.

2. Download the template

   In the import modal, click Download a sample CSV file. Keep the headers and fill in one row per record.

3. Save as UTF-8 CSV

   Do not upload the spreadsheet in Excel’s proprietary format. Export it as UTF-8 CSV to preserve accents.

4. Upload and check the result

   Select the file, choose the behavior for existing records when the screen offers that option and wait for the Import completed notification.

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What can be imported

Screen	Essential fields and sample data
Customers	Name is required. Also accepts document, phone, WhatsApp, email, country, address, birth date, Active and notes.
Prospects	Name and WhatsApp / Phone are required. Also accepts document, email, funnel stage, estimated value, expected close date, owner and labels.
Bulk Message Sends → Contacts	Name and Phone / Email are required. Email and City are optional.
Vehicles	Plate, Brand, Model and Year are required. Also accepts price, mileage, fuel, Status, version, transmission, optional features, chassis, RENAVAM, FIPE code and notes.

The exact column names are in the sample file on the screen itself. Required fields and validations may vary depending on the country and the type of registration.

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Import contacts from a bulk-send list

In Service → Bulk Message Sends, open a list and click Import Contacts. The file uses Name and Phone / Email as required columns; Email and City are optional. Download the sample CSV in the modal itself.

In email lists, the identifier is the email. In phone lists, Notfy normalizes the number and adds the country code when needed. After the list has been started, paused or completed, Import Contacts becomes unavailable.

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Existing records and errors

In customer, prospect and vehicle imports, the screen lets you choose between Ignore (do not change what already exists) and Update with spreadsheet data. Use Ignore when you only want to add new records. Customers are matched by document, WhatsApp or email; prospects, by WhatsApp or document; vehicles, by plate.

In the prospect import, Trigger automations for imported leads starts turned off. With the option off, the lead does not notify the team, does not enter follow-up cadences and is not distributed automatically.

At the end, open the report of rows with problems to fix the CSV and import again only what failed. An invalid row should not be treated as confirmation that the whole file was accepted.

Customer, prospect and vehicle imports accept up to 10,000 rows per file. Importing contacts into a list follows its own flow shown in the modal.

Import Contacts becomes unavailable when the list has already been started, paused or completed. In email lists, use the email as the identifier; in phone lists, Notfy normalizes the number provided.

Review documents, phones and owners before uploading. The import may create new records and, when you choose to update, change data that was already registered.

Registrations

Understand how customers and prospects connect.

Bulk sends

Use the imported contacts in a list.

Vehicles

Check the vehicle registration.