The final screen of the import process allows you to verify your data.
To finalise your import, complete the following steps:
- Confirm the following information:
- The number of rows being imported
- The number of columns being imported
- The match for each column being imported to the Upsales CRM field
- The import setting actions (campaigns, categories, account managers, adding fields, sending a status report)
- Select Start import.
If you do not start an import, it will be listed on the Import data screen under Drafts. You can complete it later.
You can also find in progress and completed imports on the Import data screen. The ongoing list only appears when there is at least one import in progress. During multiple parallel imports, only one is processed at one time. The others are processed in a first-in-first-out queue.