If your companies and contacts data live in another system, that's no problem. You can easily import to Upsales using a spreadsheet. Here's how...

You can upload using .xls or .xlsx format.

You don’t need to put the information in any particular order, as you’ll be mapping the columns from your spreadsheet to the Upsales fields.

Preparing data

You can also import your data using our downloadable import template (.xls).

To use the import template, complete the following steps:

1. Go to Account>Data management>Import data
2. Upsales offers you templates localized to either your default language in Upsales, or English. Click to download your preferred template.
   
   
3. Enter or copy/paste your information into the template. You only need to complete the columns with information you are actually importing (you can delete the unused columns).
4. If the import template doesn't include what you want to import, just create a new column in the spreadsheet. If Upsales doesn't have the field you want to import, you can create a custom field.

Importing data

1. Go to Account>Data management>Import data
2. Upload your file

Missing data

Upsales tells you if your spreadsheet is missing information for a particular row:

If this happens, at the top of your screen you have the option to upload a new file with the missing data:

Connect columns

You may need to match some data from your uploaded file with Upsales fields. Below shows an example where Upsales asks to match the Address column in an uploaded file.

Click the dropdown and you can choose your preferred field in Upsales. if you don't want to include the field, click Don't import this column.

Avoiding Duplicates

To avoid importing duplicate companies, we recommend including the Upsales ID with the company ID.

To avoid importing duplicate contacts, we recommend including a contact's email address.

You also have extra options to minimize duplicates in Step 2 (Settings) of the import process:

When you're ready to import, you'll see a summary of your file status. This includes a clickable dropdown showing any potential issues. Upsales also tells you which field, so you can quickly find and fix them:

Importing Checkbox Data

If you want to import checkbox data, the cells in the import file must be marked as on or off (in lower case) for checked/unchecked boxes.

Importing: Good to know

Dates

Dates need to imported as raw text into Upsales. Here's how:

1. Copy the whole date column from your spreadsheet file.
2. Paste the information into a raw text program such as Notepad (Windows) or TextEdit (Mac)
3. Create a new column in your spreadsheet and select the Text format for that column.
4. Copy all of the information in your text file.
5. Paste the information into the new date column.
6. Delete the previous date column, or rename it to make sure you choose the right column when importing the file.

Overwriting Imported Data

You can also use the import process to update existing company and contact data in Upsales. An empty cell in your spreadsheet won't overwrite empty or populated fields in Upsales.

Country codes

When importing country data, use a two-letter country code (based on Alpha-2 code).

more on uploading files and mapping data