Here are answers to frequently asked questions about our import.
Can I import all data to Upsales?
You can import data into all fields of companies and contacts in Upsales. If you do not currently have a field for the information you want in Upsales, you can create a custom field. If you do not find the field you are looking for in the import template, you can always create a new column in the file.
Do I have to fill in all fields in the import template?
You only need to keep the columns in the import template that you are actually importing.
How do I import country in an address company?
To import country in Upsales, you need to use country codes (two letters). For example, to import country Sweden, type SE. To view all country codes you can read more here (use Alpha-2 code).
What should I match to avoid duplicates?
All imports are unique and we can not recommend exactly which columns in your file you will use to reduce duplicates. Contact us if you are unsure. However, we can give you some guidelines.
Company: Match on org. No. along with zip code, alternatively if there is a unique customer number from another system that can be used.
Contacts: Match email.
If a cell is empty in the file and you have data in the field in Upsales, what happens then?
If the import updates a company from the import file and a cell is empty in the file where we currently have data in Upsales, that data will be overwritten with no data. Therefore, avoid importing empty cells into your import.