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Import data

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Articles in this section

  • 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 import data from Pipedrive

    You can login through Upsales or use an API key or token to complete the Pipedrive import. This a...

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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 into Upsales

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

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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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