Articles in this section

• Manually Importing your data from Excel

  Video 1:17 How to import data to Upsales Upsales allows you to import data from another source so...

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• Webinar: Import av data (Swedish)

  Import av kontakter och företag kan göras manuellt från en Excel-fil. I detta webinar går vi igen...

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• Import data from Pipedrive

  This article will guide you through the process of importing your data from another service. It c...

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• Opening the Import Data Screen

  To open the Import Data screen in Upsales, complete the following steps: Select the Settings ico...

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• Preparing Your Data

  If your companies and contacts data live in another system, that's no problem. You can easily imp...

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• Uploading files and mapping data

  To upload a file with data prepared and mapped, follow these steps: On the Import Data screen, d...

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• Adjusting Import Settings

  Planning to import data? Import Settings is where you can add extra information to all companies ...

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• Finalizing the Import

  The final screen of the import process allows you to verify your data. To finalize your import, c...

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