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.