Articles in this section

• Q: Can I import data to update an inactive company?

  A: Yes, you can import data that updates an inactive company. The company will stay inactive and ...

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• Q: What should I use in an import where the data type is a boolean?

  A: Preferably you should "TRUE" and "FALSE" in the import - where TRUE = active and FALSE = inact...

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• Q: Can you mass-update email on contact?

  A: This can only be done using the import-tool.   Read about import

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• Q: Can orders be imported to Upsales?

  A: No, only companies, contacts and products can be imported to Upsales.  How to do a manual impo...

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• Q: Can you rollback an import?

  A: No, imports are permanent. We recommend adding imported items to a campaign, to easily separat...

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• Q: During an import, what value is used when updating a custom field with the type "User"?

  A: The user ID is the value for updating this field (not the name). 

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• What file types can be uploaded to Upsales?

  Here's an alphabetical list of the file types you can import into Upsales. Maximum file size per ...

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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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• How to do a manual import

  Got company and contact data live in another system? No problem – import to Upsales using a sprea...

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• How to import data

  Planning to import data? Here's everything you need to know. View Swedish video tutorial This art...

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• Finalising the Import

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

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