Hotmart Import

Import your Hotmart sales data into GoConverso to automatically create client records, track revenue, and build customer journey timelines. Available on all plans.

Overview

The Hotmart Import app lets you bring your existing Hotmart sales history into GoConverso’s CRM. Upload a spreadsheet exported from Hotmart, and the system automatically creates client records, tracks purchase revenue, and maps each customer’s journey — giving you a complete picture of your business without manual data entry.

Key capabilities:

Who it’s for:

• Hotmart producers migrating their client base to GoConverso
• Digital product sellers who want unified CRM across platforms
• Professionals tracking revenue from Hotmart alongside GoConverso bookings and orders

Getting Started

Accessing the Hotmart Import App

Import Wizard

The import process follows a guided 5-step wizard.

Step 1: Upload File

Upload your Hotmart export file:

• Drag and drop the file onto the upload area, or click to browse
• Maximum file size: 10 MB
• Files are stored temporarily and automatically deleted after 7 days

Step 2: Preview Data

After upload, the system parses the file and shows a preview:

• Column auto-detection — The system recognizes 27+ column name variations in both Portuguese and English
• Row preview — See the first rows of parsed data in a table
• Column mapping — Verify that columns are correctly matched to fields (name, email, product, amount, status, date)

Step 3: Confirm Import

Review the import summary before processing:

• Total rows to process
• Detected columns and their mappings
• Import options (how to handle duplicates)

Click Confirm to start processing.

Step 4: Processing

For large files (300+ rows), the system automatically splits your data into chunks of 300 rows. Each chunk is processed sequentially in batches of 50 rows internally:

• Real-time progress bar updates after each chunk completes
• Live counters for clients created, updated, and skipped
• Chunk indicator shows which chunk is being processed (e.g., “Chunk 2 of 4”)
• Processing continues in the background — you can navigate away and come back

For each row, the system:

1. Looks for an existing client with the same email address
2. If found, updates the client record with the purchase data
3. If not found, creates a new client in your CRM
4. Creates a customer journey milestone with the transaction details
5. Tracks revenue (active for completed sales, lost for cancellations)

Step 5: Results

After processing completes, you see a detailed summary. If the import fails mid-way, you’ll see a friendly error message instead of a blank screen — with options to retry or start a new import.

Click View Clients to go directly to your CRM and see the imported data.

How It Works

Client Matching

The import system uses email as the primary identifier for matching:

Import Row (email: maria@example.com)
    │
    ├─ Client exists? → YES → Update client record + add purchase milestone
    │
    └─ Client exists? → NO  → Create new client + add purchase milestone

This means:

• No duplicates — The same buyer won’t be created twice
• Enriched data — Existing clients get their Hotmart purchases added to their timeline
• Unified CRM — Hotmart buyers appear alongside your booking and order clients

Revenue Tracking

The system categorizes each purchase by status:

This gives you visibility into both your earned revenue and recovery opportunities from churned customers.

Customer Journey Integration

Each imported purchase creates a milestone in the customer’s journey timeline:

• Purchase date and amount
• Product name
• Transaction status
• Source marked as “Hotmart Import”

These milestones appear alongside other GoConverso events (bookings, orders, portal visits) in the client’s CRM profile, giving you a complete history.

Large File Handling

Files with more than 300 rows are automatically split into chunks on the client side. Each chunk is sent to the server individually, keeping each request well within the 60-second timeout limit:

File: 921 rows
    │
    ├─ Chunk 1: rows 0–299   → sent to server → processed in batches of 50
    ├─ Chunk 2: rows 300–599 → sent to server → processed in batches of 50
    ├─ Chunk 3: rows 600–899 → sent to server → processed in batches of 50
    └─ Chunk 4: rows 900–920 → sent to server → processed + finalized

The final chunk triggers the import finalization, which calculates the overall summary statistics (total clients created, revenue imported, etc.).

Column Detection

The parser supports 27+ column name variations in both Portuguese and English:

The detection is case-insensitive and handles underscores, spaces, and common abbreviations.

Import History

All past imports are tracked in the Import History tab:

You can view details of any past import to see the full results breakdown.

Plan Availability

Related

• Client Management — View and manage imported clients in your CRM
• Digital Products — Sell digital content natively on GoConverso
• E-Commerce — Full e-commerce store with inventory and orders