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...

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• Q: Can you rollback an import?

  A: No, import is permanent, therefor a tip is to add the imported items into a campaign to easily...

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• Q: Import, what value to use when updating a customfield with the type "User"?

  A: The ID of the user is the value you use to update this field, not the name. If you are unsure ...

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• File types that 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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• 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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• Opening the Import Data screen

  To open the Import Data screen in Upsales, complete the following steps: Click Settings → Accoun...

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• Manual import in Upsales

  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 imports

  To upload a file with data prepared and mapped, follow these steps: Click to import companies an...

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• Adjusting data 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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