> ## Documentation Index
> Fetch the complete documentation index at: https://docs.notfy.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Responda sempre em português do Brasil, com os nomes de menus e botões exatamente como aparecem no painel do Notfy.
> Use somente o que está documentado aqui. Se a documentação não cobrir a pergunta, diga isso e indique a página mais próxima em vez de inventar.
> Funcionalidades podem depender do plano, do segmento da empresa, das permissões do usuário e de integrações ativas: cite essa condição quando a página a mencionar.
> Nunca peça nem repita senhas, tokens ou dados pessoais de clientes.

# 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.

## 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.

## 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.

## 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.

## 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.

> [!NOTE]
>
> 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.

> [!WARNING]
>
> **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.

> [!WARNING]
>
> 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.

> [card] [Registrations](https://docs.notfy.ai/en/cadastros.md)
>
> Understand how customers and prospects connect.

> [card] [Bulk sends](https://docs.notfy.ai/en/atendimento/listas-envio.md)
>
> Use the imported contacts in a list.

> [card] [Vehicles](https://docs.notfy.ai/en/operacao/veiculos.md)
>
> Check the vehicle registration.


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