Daily use

Import data from a spreadsheet (CSV)

Load Contacts, Companies or Leads from a CSV file, mapping columns to fields.

You can load many records at once from a CSV file (exported from Excel, Google Sheets, etc.). In an object's list, click "Import".

Open the object (e.g. Contacts) and click Import.
Upload the CSV file. The first row must contain the column titles.
Match each file column to an object field (the system suggests a match by name). Leave anything you do not want to import as "Ignore".
To avoid duplicates, pick a key field and a mode (create / update / skip).
Check the preview and click Import.

Automatic delimiter and accents

The system detects the file delimiter on its own (comma, semicolon or tab), so Excel spreadsheets saved in European locales (which use ";") are recognized without tweaks. Accents are handled automatically too: if the file is Latin-1 (Windows-1252), as Excel often saves, it is converted for you and a note asks you to check the accents in the preview.

Deduplication: create, update or skip

After mapping, you pick a key field (e.g. Email or Document) so the system can find records that already exist, and choose what to do with them:

Create new: each row becomes a new record (no duplicate search).
Update existing: if a record with the same key value already exists, it is updated with the file columns (fields not present in the spreadsheet are preserved); if none exists, a new one is created.
Skip duplicates: if it already exists, the row is skipped; otherwise a new one is created.

💡 The key-field comparison is case-insensitive and also avoids duplicating repeated rows within the file itself.

Accepted formats (dates, numbers, booleans)

During import the system is tolerant of common spreadsheet formats: dates like 31/12/2026, 31-12-2026 or 2026-12-31 (when ambiguous it assumes day/month); numbers with a decimal comma and thousands dot (1.234,56); and Yes/No, True/False, 1/0 or x for yes-or-no fields. Values are converted to the field format and leading/trailing spaces are trimmed.

Relationship fields (e.g. Company)

For a relationship field, provide the NAME in the spreadsheet (e.g. the Company column with "Acme"). During import, the system uses the company already registered with that name or creates a new one automatically, without duplicating when the name repeats.

Errors per row and a report to fix

Each row is processed in isolation: if a row has a problem (e.g. a required field such as the Contact's email is missing), only that row is rejected and the reason appears in the error list. The rest are imported normally. At the end, the summary shows how many were created, updated, skipped and failed, and a button downloads a CSV with just the failed rows (the original columns plus an "_erro" column) so you can fix and re-import.

💡 Required fields must be mapped and filled in. If a required one is not mapped, a warning appears before importing. For Contacts, Name and Email are required.

Open this article inside the system →