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  3. Import data

Import data

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Articles in this section

  • 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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