Pro Tip
Import only company name and organisation number, and Upsales automatically updates with information from Company Data Hub. Saves you time and gives updated company information.
Every time you import a new company, create or change a company manually (in Upsales or via an integration), Upsales checks if the company data already exists in Company Data Hub.
This is done by checking:
- Company name (Identical company names)
- Organisation number
- ID number
Upsales only updates when there's an exact match on company name or organisation number. If multiple matches are found, (for example if the company has branches) Upsales won't update automatically.
When a unique match for company name or organisation number is found, all data from Company Data Hub is added.
Company information Upsales updates:
- About
- Address (postal, visting/office, other)
- Board of directors (Company Data Hub)
- CFAR
- Financials (Company Data Hub)
- Form
- Name
- Number
- Profit
- Registration date
- Revenue
- Status
- Website
To turn off this feature, click Settings → Account settings and scroll down to Company data and click the toggle:
Here's how to check (and fix) existing duplicate companies in your data.
FAQ
How does Upsales match on company names?
If you enter "Upsales Nordic" as the company name, Upsales will not find a match because the company is called "Upsales Nordic AB"
If the company is located in several locations in Sweden, which company will Upsales update against?
"Upsales Nordic AB" is located in Stockholm & Linköping. When you update the "Upsales Nordic AB" customer card, no automatic update will take place because there are two companies with the same name or organisation number. (If the company does not already have an ID, then we update the information linked to that ID)
How do Upsales organisation numbers match?
Upsales removes spaces and "-" signs before Upsales matches in the Company Data Hub database. This means that organisation numbers "555555-5555" are the same as "5555555555".
Which data is master?
Data from Company Data Hub has priority. This means that what you entered in fields that Prospecting updates is overwritten with data from Company Data Hub.
I enter 5M in turnover but when I look in the customer card it says 15M. What's going on?
If you have not switched off automatic company update, the customer card is updated every time a company is saved. The update retrieves current data from Company Data Hub. This means that information you enter manually or via an import is overwritten with information from Company Data Hub.
The company has not received any information from Company Data Hub. But I know there is only one company with that name/organisation number, what could be wrong?
In order not to affect you as a user, the update to Company Data Hub is done in the background. So it can sometimes take longer to complete. If it has not been updated in 10 minutes, please contact Upsales support.
I have a lot of companies that I want to automatically update, can I do that?
Yes, follow the instructions on how to match companies with external company databases. In the header there is a button "Update all companies". This uses the same logic as mentioned in this article for updating companies.