Articles in this section
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Manually Importing your data from Excel
Video 2:38 How to import data to Upsales Upsales allows you to import data from another source s...
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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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Importing Data from Another Service
This article will guide you through the process of importing your data from another service, whet...
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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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