{"id":645,"date":"2025-12-08T16:02:13","date_gmt":"2025-12-08T16:02:13","guid":{"rendered":"https:\/\/upmlm.com\/help_pt_pt\/?post_type=tesserakb&p=645"},"modified":"2026-03-15T13:36:34","modified_gmt":"2026-03-15T13:36:34","slug":"how-do-i-import-leads","status":"publish","type":"tesserakb","link":"https:\/\/upmlm.com\/help_pt_pt\/knowledgebase\/how-do-i-import-leads\/","title":{"rendered":"Como importo leads?"},"content":{"rendered":"

Como Importar Leads Utilizando o UpMLM<\/h1>\n
\n

Introdu\u00e7\u00e3o<\/p>\n

Neste tutorial, ir\u00e1 aprender como importar leads utilizando o UpMLM. No final deste guia, ser\u00e1 capaz de carregar listas de contactos, mapear campos corretamente e garantir que os seus contactos est\u00e3o prontos para acompanhamento e comunica\u00e7\u00e3o.<\/p>\n<\/div>\n

\n

1. ### Abrir a Sec\u00e7\u00e3o de Leads<\/strong><\/p>\n

A partir do menu de navega\u00e7\u00e3o principal, clique em Leads<\/strong> e depois em Importar<\/strong>.<\/p>\n

> Isto ir\u00e1 abrir um assistente de importa\u00e7\u00e3o.<\/p>\n<\/div>\n

\"\"<\/p>\n

\n

2. ### Carregar o Ficheiro de Contactos<\/strong><\/p>\n

Selecione e carregue o seu ficheiro de contactos (ficheiro Excel ou CSV). Descarregue um modelo Excel<\/a> ou CSV<\/a>.<\/p>\n

> Certifique-se de que o ficheiro segue o formato exigido para uma importa\u00e7\u00e3o bem-sucedida.<\/p>\n<\/div>\n

\"\"<\/p>\n

\n

3. Clique em “Carregar Ficheiro”<\/strong><\/p>\n<\/div>\n

\"\"<\/p>\n

\n

4. ### Mapear Campos de Contacto<\/strong><\/p>\n

Corresponda as colunas no seu ficheiro aos campos correspondentes no UpMLM.<\/p>\n

> Um mapeamento correto garante que os dados s\u00e3o importados com precis\u00e3o.<\/p>\n<\/div>\n

\"\"<\/p>\n

\n

5. ### Campos Personalizados<\/strong><\/p>\n

Clique em Adicionar Campo<\/strong> para criar campos personalizados que correspondam aos dados do seu ficheiro<\/p>\n<\/div>\n

\"\"<\/p>\n

\n

6. ### Confirmar e Concluir a Importa\u00e7\u00e3o<\/strong><\/p>\n

Revise o mapeamento e confirme a importa\u00e7\u00e3o.<\/p>\n<\/div>\n

\"\"<\/p>\n

\n

7. ### Verificar Atualizar Contactos<\/strong><\/p>\n

Quando ativada, os registos com e-mails correspondentes ser\u00e3o atualizados.
\nSe deixar desmarcado, apenas ser\u00e3o adicionados novos registos e os existentes ser\u00e3o ignorados.<\/p>\n<\/div>\n

\"\"<\/p>\n

\n

8. ### Importar Contactos<\/strong><\/p>\n

Clique em Importar Contactos<\/strong> para iniciar o carregamento do ficheiro e o processamento dos leads.<\/p>\n

> Os leads ficar\u00e3o dispon\u00edveis na tabela de leads<\/p>\n<\/div>\n

\"\"<\/p>\n

\n

Dica: ## Dicas Pr\u00e1ticas<\/p>\n

    \n
  • \n

    Utilize o modelo recomendado:<\/strong> Isto ajuda a evitar problemas de formata\u00e7\u00e3o.<\/p>\n<\/li>\n

  • \n

    Verifique se h\u00e1 duplicados:<\/strong> Limpe o seu ficheiro antes de importar para evitar duplicados.<\/p>\n<\/li>\n

  • \n

    Revise os dados importados:<\/strong> Verifique os contactos ap\u00f3s a importa\u00e7\u00e3o para garantir precis\u00e3o.<\/p>\n<\/li>\n<\/ul>\n<\/div>\n

    \n

    Dica: ## Conclus\u00e3o<\/p>\n

    Importar contactos utilizando o UpMLM poupa tempo e ajuda-o a gerir grandes listas de contactos de forma eficiente. Esta funcionalidade suporta uma comunica\u00e7\u00e3o organizada e um acompanhamento consistente com o seu p\u00fablico.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

    Como Importar Leads Utilizando o UpMLM Introdu\u00e7\u00e3o Neste tutorial, ir\u00e1 aprender como importar leads utilizando o UpMLM. No final deste guia, ser\u00e1 capaz de carregar listas de contactos, mapear campos corretamente e garantir que os seus contactos est\u00e3o prontos para acompanhamento e comunica\u00e7\u00e3o. 1. ### Abrir a Sec\u00e7\u00e3o de Leads A partir do menu de…<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_acf_changed":false,"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"tessera_post_format_link":""},"tesserakbcats":[67],"tesserakbtags":[],"class_list":["post-645","tesserakb","type-tesserakb","status-publish","format-standard","hentry","tesserakbcats-leads"],"acf":[],"yoast_head":"\nComo importo leads? - Ajuda UpMLM<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/upmlm.com\/help_pt_pt\/knowledgebase\/how-do-i-import-leads\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Como importo leads? - Ajuda UpMLM\" \/>\n<meta property=\"og:description\" content=\"Como Importar Leads Utilizando o UpMLM Introdu\u00e7\u00e3o Neste tutorial, ir\u00e1 aprender como importar leads utilizando o UpMLM. No final deste guia, ser\u00e1 capaz de carregar listas de contactos, mapear campos corretamente e garantir que os seus contactos est\u00e3o prontos para acompanhamento e comunica\u00e7\u00e3o. 1. ### Abrir a Sec\u00e7\u00e3o de Leads A partir do menu de...\" \/>\n<meta property=\"og:url\" content=\"https:\/\/upmlm.com\/help_pt_pt\/knowledgebase\/how-do-i-import-leads\/\" \/>\n<meta property=\"og:site_name\" content=\"Ajuda UpMLM\" \/>\n<meta property=\"article:modified_time\" content=\"2026-03-15T13:36:34+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/upmlm.com\/help_pt_pt\/wp-content\/uploads\/sites\/15\/2025\/09\/ascreenshot_2433973cb779400faebf30bb10b1b3b1_text_export.jpeg\" \/>\n\t<meta property=\"og:image:width\" content=\"2064\" \/>\n\t<meta property=\"og:image:height\" content=\"1153\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/upmlm.com\\\/help_pt_pt\\\/knowledgebase\\\/how-do-i-import-leads\\\/\",\"url\":\"https:\\\/\\\/upmlm.com\\\/help_pt_pt\\\/knowledgebase\\\/how-do-i-import-leads\\\/\",\"name\":\"Como importo leads? 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