Articles in this section
Manually importing your data from Excel
Import data from another source so you can start working with your companies and contacts right a...Read more
Q: Can you mass-update email on contact?
A: This can only be done using the import-tool. Read about importRead more
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...Read more
Q: Can you rollback an import?
A: No, imports are permanent. We recommend adding imported items to a campaign, to easily separat...Read more
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).Read more
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 ...Read more
Webinar: Import av data (Swedish)
Import av kontakter och företag kan göras manuellt från en Excel-fil. I detta webinar går vi igen...Read more
How to import data from Pipedrive
You can login through Upsales or use an API key or token to complete the Pipedrive import. This a...Read more
Opening the Import Data screen
To open the Import Data screen in Upsales, complete the following steps: Click Settings → Accoun...Read more
How to do a manual import
Got company and contact data live in another system? No problem – import to Upsales using a sprea...Read more
How to upload files and map data imports
To upload a file with data prepared and mapped, follow these steps: Click to import companies an...Read more
How to import data into Upsales
Planning to import data? Here's everything you need to know. This article covers: How to prepare...Read more
Finalizing the Import
The final screen of the import process allows you to verify your data. To finalize your import, c...Read more