/Getting started/Getting started guide

Lesson 1: Importing companies and contacts

Daniel
posted this on October 20, 2011 22:20

The fastest way of getting started with Upsales is using the integration with Dun & Bradstreet and downloading companies into your database.

You can also import companies using our Excel import feature

  1. Go to Administration
  2. Click on "Import data"
  3. Download the template and enter your data in the correct columns
  4. Upload the document into Upsales on the same screen where you found the template
  5. You can use the next screen for mapping the fields from your excel-file to fields in Upsales