Do you have multiple contacts at one company? Are some missing their email addresses? Here’s how to fill the gaps.

Requirements: Administrator and Export permissions

The process is done in 3 steps:

• Step 1: Export contacts from Upsales
• Step 2: Edit list in Excel
• Step 3: Import into Upsales

Step 1. Export contacts from Upsales

1. Open your contacts list and click Export:
   
2. Include the Upsales ID along with the contact and company names (for importing into Upsales):
   
   
   
   
3. Open in Excel

Step 2: Edit list in Excel

For this example the email address is in the format firstname.lastname@domain.com

1. Separate contacts with email addresses and paste these into a separate worksheet:
   
   
   
   
2. Check and remove duplicate Company IDs:
   
   
   
   
3. Select the column with Contact Email
4. Click Data → text to columns:
   
   
   
   
5. Click Delimited:
   
   
   
   
6. Tick Other under Delimiters and enter @ (this separates the domain from the contact):
   
   
   
   
7. This generates a new column that just shows the domain:
   
   
   
   
8. Return to the worksheet that has contacts without email addresses
9. Use the VLOOKUP function to find company email domains from contacts with email addresses:
   
   
   
   
10. Delete any rows that didn’t find email domains for contacts
11. Copy contact names (Column C above) to a new column
12. Search and replace "blank" with "."
13. Search and replace any special characters (for example, å,ä,ö,é) with the corresponding letter for the email address:
    
    
    
    
14. Join the contact name with the domain (you could use the CONCATENATE function for this)
    
    
    
    
15. The data is now ready to be imported

Step 3: Import into Upsales

Follow the steps in the Upsales import function