How to Import Contacts via CSV or Excel Spreadsheet (Step-by-Step with Hygiene)

Complete guide to uploading contact lists to Dashboard V2 with automatic international/area code formatting, Brazilian 9th-digit validation, smart deduplication, custom field mapping and Reacher risk compliance.

⚡Mandatory Prerequisites & Initial Checklist

✓Contact file saved in .csv, .xlsx or .xls format (recommended max size: 50MB or 100,000 rows per file).
✓Spreadsheet must have at least one column containing WhatsApp mobile phone or email address.
✓Legitimate contact list with prior consent (opt-in) — purchased or scraped lists trigger automated suspension.

📋Step-by-Step Instructions in Dashboard

Open Contacts Module and Launch Import Wizard

👉 Where to Click:Left Sidebar > Contacts > Top Button 'Import Contacts'

Under Contacts, view all your customers and leads with quick filters by tag and lifecycle status. Click the top-right 'Import Contacts' button to open the 3-step guided wizard.

Step 1: File Upload and Integrity Verification

👉 Where to Click:Import Wizard > Step 1: File

Drag and drop your spreadsheet into the upload dropzone or click 'Browse Files'. The MailerWeb engine inspects file byte signatures to verify integrity and displays an instant 5-row preview to confirm header detection.

Step 2: Smart Column Mapping and Custom Fields

👉 Where to Click:Import Wizard > Step 2: Column Mapping

The system auto-detects columns such as Name, Phone, Email and Company. Match each column to its destination field in MailerWeb:

Field Dictionary & Parameters:

Telefone / Celular (Obrigatório para WhatsApp)Mapeie a coluna com os números. O sistema aceita qualquer formato: (11) 98765-4321, 11987654321 ou +5511987654321. O normalizador adiciona o DDI +55 e o 9º dígito automaticamente caso falte.

Nome CompletoMapeie para o campo 'Nome'. Você poderá usar {{contact.first_name}} nas mensagens para saudar o cliente pelo primeiro nome.

E-mailMapeie para campanhas de e-mail e validação de MX de segurança.

Campos Personalizados (Custom Fields)Dados específicos como 'Data de Aniversário', 'Valor da Compra', 'Plano Atual' ou 'Vendedor Responsável' podem ser vinculados a campos customizados criados previamente na sua conta.

Step 3: Deduplication Rules, Tags and Background Execution

👉 Where to Click:Import Wizard > Step 3: Final Settings

Define how MailerWeb handles existing contacts and attach bulk tags to organize newly imported records.

Field Dictionary & Parameters:

Chave de DesduplicaçãoEscolha entre 'Apenas Telefone', 'Apenas E-mail' ou 'Telefone e E-mail'. Se um contato já existir, você pode escolher 'Atualizar dados existentes' ou 'Pular duplicados'.

Vincular a uma ListaAdiciona os contatos automaticamente a uma lista estática (ex: 'Clientes Black Friday 2026', 'Leads Webinar Gestão').

Aplicar TagsInsira uma ou mais tags separadas por vírgula (ex: inbound, organico, vip).

Modo de ImportaçãoPadrão: 'Ativos' (novos contatos aptos a receber mensagens); 'Opt-out / Supressão' (cadastrar números na lista de bloqueio para nunca enviar mensagens); 'Remoção' (excluir contatos da planilha da base).

Monitor Processing and Download Hygiene Report

👉 Where to Click:Contacts > Import History

Imports run asynchronously in background batches of 5,000 contacts. You may close your browser safely. Upon completion, view: Created, Updated, Ignored duplicates and Rejected rows (invalid numbers). Click 'Download Rejection Report' to inspect formatting errors.

🚨Critical Safety Rules & Ban Protection

🛡️Reacher Anti-Fraud Gate (>15% Rejection): If your file has over 15% nonexistent numbers, landlines or invalid domains, the system halts the job and suspends the account to protect your WhatsApp reputation.
🛡️Old List Cleaning: If your database is over 6 months old without engagement, run prior validation or import in smaller staggered batches.
🛡️Mandatory LGPD/GDPR Consent: Importing purchased or unconsented databases violates platform terms and triggers immediate contract termination.

❓Frequently Asked Questions & Troubleshooting

P:How does MailerWeb fix missing 9th digits in Brazil?

Our phone parser identifies Brazilian area codes and injects the 9th prefix automatically to valid mobile ranges.

P:Can I import members directly from a WhatsApp group?

Yes! Under Communities > My Groups, select any group where you are an admin and click 'Extract Members to Contacts'.

P:Is there a contact storage limit?

Storage limits depend on your active plan tier (e.g. Starter stores up to 10k contacts; Unlimited allows unmetered contacts). Check Billing.

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MailerWeb Knowledge Base • Atualizado em 2026 • Documentação Oficial do Usuário