Opening the Import Data Screen – Upsales Help Center

Permission needed:

Administrator

Avaliable in plan:

All Upsales plans

To open the Import Data screen in Upsales, complete the following steps:

Select the Settings icon in the upper right corner of your Upsales screen.
Select Settings.
From the left-hand menu, select Data Management from the Account section. Select Import Data.

The Import Data screen opens.

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