Where can I find the import feature?
If you are an Upsales administrator you'll find the import inside Upsales Settings. Inside the import page you can find the upload box at the top, and below it the lists of ongoing, drafts and completed -imports.
Can I import all data to Upsales?
You can import data into all fields of companies and contacts in Upsales. If you do not currently have a field for the information you want in Upsales, you can create a custom field. If you do not find the field you are looking for in the import template, you can always create a new column in the file.
The file types we support are .xls, .xlsx and .csv. Should you upload a file with the wrong file type, you will receive an error message; and if so, click on the upload box to return to uploading, or you can also drag a new file in directly.
What type of data can I import?
You can import data into all fields of companies and contacts in Upsales. If you don't currently have a field for the information you want in Upsales, you can create a custom field. If you don't find the field you are looking for in the import template, you can always create a new column in the file.
How do I import 'country' in an address company?
To import the country field in Upsales you need to use country codes (two letters). For example, to import country Sweden, type SE. To view all country codes you can read more here (use Alpha-2 code).
What happens if a cell is empty in the import file and I have data in the field in Upsales?
If the import updates a company from the import file and a cell is empty in the file where we currently have data in Upsales, that data will be overwritten with no data. Therefore, avoid importing empty cells into your import.
What does the different list imports work?
The import consist of three steps; By completing these your import is placed in the ongoing list. When finished the import is moved to the done list. If you have started an import but have not gone through all the steps, it will be parked in the drafts list where you can complete the import at some later time.
Note that the ongoing list only appears (at the top of all lists) when there is at least one ongoing import. During multiple parallel imports, only one is issued at a time while the rest is placed in a first-in-first-out queue.
All of the above lists show when the import was started, the file name, the number of rows in the file and the user who made the import. Sometimes an import can take a long time, so we will send a notification to the user's mail when it is ready.
The three steps of importing
Step 1: Match columns
Once you have chosen to proceed with your file, you will meet the first step of the import, Match columns. In this step, we list all the columns from the file, each in a box next to each other. Your job is then to associate the columns you want to import with any contact/business field in Upsales, letting us know where the values in each row in the file should be saved.
Note that the field company name is mandatory as each contact must belong to a company.
The matching column
The matching column is made to reduce duplicates that can occur when importing. Let's say you your select "Company name" as the matching column. Upsales will now check if the company name in your import file matches any company name in Upsales. If a match is found the imported information is added to that match.
Here's some guidelines for matching columns:
Companies: We recommend that you match email for contacts and organisation number for companies, as these fields are unique and therefore provide the best prerequisites for a system free from duplicates. Alternatively if there's a unique customer number from another system that can be used.
Contacts: Match on email.
Step 2: Settings
When you have finished the matching, move to the second step, Settings. Here you can supplement information to the contacts and companies that you are about to import. For example, if you choose to add a contact field under Other fields, all to-be contacts will get this field, and the same goes for companies.
For more than one match on companies or contacts, i.e. if for example, a contact in your import matches with more than one option in Upsales; should we create a new contact or skip it then? That is for you to decide.
It's also in this step that you specify who will get status reports regarding the import in their mail. When you are finished, click on Review and import to move on to the final step.
Step 3: Review & Import
Once you have your preferences set, you will need to make a final review before the actual import. Make sure everything looks good and then start your import. You will then be taken back to the initial view, where you will find the import in the ongoing list.