You can create a list and import contacts via CSV or build a list from search results. This guide shows both ways to get started.
Available on: all plans.
Who can do it: any user with permission to view lists.
What you need before you start
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Be logged in to Nuvia
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Have contacts to import (CSV file) or defined search criteria (to create from Search)
Step 1 – Open the Lists module
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Main Screen > Sidebar > List
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You'll see the main screen with all the existing lists in your account
Step 2 – Create an empty list
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Click New list
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Fill in the fields:
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List name – a descriptive name for the list (up to 100 characters). E.g. “Enterprise Leads SP”
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Type – select Contact or Company, depending on the type of data the list will hold
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Description – optional. Describe the list's purpose
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Click Create
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The list is created with the Ready status and shows up on the main Lists screen.
Step 3 – Import contacts via CSV (optional)
If you already have a contact database in a spreadsheet, you can import it directly:
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Open the list
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Click the name of the list you just created to open its settings.
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Find the import option
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Look for the “Import/Export” button (at the top of the screen).
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Choose the import type
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Select the “Import CSV” option
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Upload the file (CSV)
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Drag and drop the file into the area shown or click to select it.
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File requirements:
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Format:
.csv -
Maximum size: 10 MB
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Up to 1,000 rows per import
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Review the field mapping
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Nuvia tries to map the columns automatically. Check and adjust if needed:
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Phone: telefone, celular, phone, whatsapp
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Name: nome, name, contato
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Email: email, mail
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LinkedIn: linkedin, linkedinurl
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Confirm the import
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Review everything and finish by clicking confirm.
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Automatic deduplication
Nuvia deduplicates contacts automatically using the following priority:
| Record type | Deduplication order |
|---|---|
| Contacts | Phone > Email > LinkedIn (Name isn't used) |
| Companies | Single field chosen in Link Company (Domain, Name or CNPJ) |
Create a list from Search
If you prefer, you can create a list straight from the search engine results:
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In the sidebar, click Search
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Use the filters in the left panel to find the contacts you want (Location, Job title, Industry, Company size, etc.)
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Select the contacts you want by checking the boxes
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Click Actions
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Select Create list (for a new list)
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If you're creating a new list, fill in the name (up to 100 characters) and description (optional)
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Click Confirm