Articles in this section

• Overview

  Video 2:38 How to import data to Upsales Upsales allows you to import data from another source s...

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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 lives in another system, you should be able to export it to a...

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• Uploading a File and Mapping the Data

  To upload a file and map the information for importing data, complete the following steps: On th...

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• Adjusting Import Settings

  You can add supplemental information to all of the companies and contacts you are about to import...

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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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• FAQ Import

  Here are answers to frequently asked questions about our import. Can I import all data to Upsales...

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