CSV Upload

Use CSV upload for one-off data submissions or when SFTP is not yet set up. Upload via the portal or deliver files via SFTP.

Required columns

Your CSV must include at minimum: first_name, last_name, and email. All other columns are optional but improve campaign personalisation.

Column	Required	Description
first_name	✅	Customer first name
last_name	✅	Customer last name
email	✅	Customer email address
mobile	Optional	Mobile number (any format — we normalise it)
vehicle	Optional	Vehicle description (e.g. Ford Focus 1.0 EcoBoost)
reg	Optional	Vehicle registration plate
manufacturer	Optional	Make (e.g. Ford, BMW)
dealer	Optional	Dealership or branch name

Column name flexibility

CarBuddy's importer recognises common variations. For example, Email Address, email_address, and EMAIL all map to email. If your column isn't recognised, contact your account manager.

Example CSV

first_name,last_name,email,mobile,vehicle,reg,manufacturer,dealer
James,Smith,james.smith@example.com,07700 900123,Ford Focus 1.0 EcoBoost,AB21 XYZ,Ford,Anytown Ford
Sarah,Jones,sarah.jones@example.com,07700 900456,BMW 3 Series 2.0d,CD22 ABC,BMW,Anytown BMW

Uploading via the portal

1. Log in at portal.carbuddyai.com
2. Click Upload CSV in the sidebar
3. Select your file
4. Review the column mapping preview
5. Click Import

The batch will appear in Upload History within a few seconds.

Data quality

CarBuddy validates each row on import:

• Valid — email is well-formed, no obvious issues
• Warning — some optional data is missing (still processed)
• Invalid — email is malformed or missing (skipped)

Invalid rows are highlighted in the portal. You can download a report of skipped rows.