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 import

  Read 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