Video 1:17 How to import data to Upsales
Upsales allows you to import data from another source so you can start working with your companies and contacts right away.
If your data is in a service that is listed, you can connect your credentials for that service to Upsales to simplify the import process.
If your service is not listed, or if you want to import only portions of the data you have in another service, you can use a spreadsheet to import the information manually. There are several steps in the process for manually importing data, including:
These articles will guide you through each step of the process on how to import data from a spreadsheet.