Uploading files and mapping data imports – Upsales Help Center

To upload a file with data prepared and mapped, follow these steps:

Click to import companies and contacts, or products:
On the Import Data screen, drag or upload your prepared spreadsheet (in .xls or .xlsx format) to the Upload file area:
For each column in the spreadsheet you upload, Upsales displays the column and example data from your file. This is for you to match it to a CRM field in Upsales:
For each column, select a matching field from the Import to field in CRM drop down list. Once matched, the column header is green.
If there are any columns in the upload that you don’t want to import, select Don’t Import this column:
Once you’ve connect all of the columns, select the Next step Review button to continue.