Workflow

How to Add CSV Contacts to a CRM Communication

Verified end to end. A CSV contact was imported into a disposable email communication draft, verified as an unsent communication recipient with uploaded_csv=1, and removed by deleting the disposable communication.

Evidence Summary

Workflow run
crm-communication-csv-import-contact-20260520T013858Z
Communication
39
Imported contact
AI CSV Import Contact 20260520T013858Z
Email
ai-comm-csv-import-20260520t013858z@example.net
Recipient row
1179
Parse request
communications / getPesquisaEntidadesCommCSV
Add request
communications / postAddLCommunications

Before You Start

Import the CSV Contact

  1. Open the communication detail page.
  2. Click Add Contacts.
  3. In 1) Source, select Import. OfficeGest uses source value TipoOrigemEnt=C.
  4. Choose the CSV file in the import file input.
  5. Click Processar ficheiro to parse the file.
  6. Review the parsed rows in the import-results table and select the contacts to add.
  7. Click Adicionar Contactos.

The verified CSV row was parsed into email, nome, localidade, morada, telemovel, pais, ncontrib, and id=0.

Verified Requests

StepRequestVerified detail
Download exampleGET /assets/csv/importar_contactos_crm.csvReturned example columns nome;email;localidade;morada;pais;telemovel;ncontrib.
Parse CSVPOST /ajaxserverMultipart payload used action=communications, option=getPesquisaEntidadesCommCSV, and file field file_import. Response returned success=true and one mailing row.
Validate selected import rowsPOST /ajaxserveroption=postAddLCommunicationsValidate, MeioUtiliz=M, and user_send_import returned {"success":true,"resultado":""}.
Add selected import rowsPOST /ajaxserveroption=postAddLCommunications, id=39, email=1, MeioUtiliz=M, MeioUtiliz2=M, TipoOrigemEnt=C, and user_send_import returned success=true, ok=2, and notok=0.

Confirm the Contact

  1. Open or refresh the List Comunication tab.
  2. Confirm DT_Select_LCommunications shows the imported CSV contact row.
  3. Confirm DT_Select_Communications shows one unsent contact.

The verified recipient row was id=1179, id_communication=39, tipoterc=O, uploaded_csv=1, address=ai-comm-csv-import-20260520t013858z@example.net, type=email, enviado=F, and terceiro=AI CSV Import Contact 20260520T013858Z. The communication summary showed totalcontactos=1, resumocontactos=ai-comm-csv-import-20260520t013858z@example.net, total_sent=0, and total_unsent=1.

Cleanup Used in Probe

The verification run deleted disposable communication 39 with communications / DELETE_communication. The delete returned bare JSON true, and the final communication lookup returned recordsFiltered=0.

Artifacts