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 rollback an import?
A: No, import is permanent, therefor a tip is to add the imported items into a campaign to easily...
Read more -
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 ...
Read more -
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 ...
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 -
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 -
Manual import in Upsales
If your companies and contacts data live in another system, that's no problem. You can easily imp...
Read more -
Uploading files and mapping data imports
To upload a file with data prepared and mapped, follow these steps: Click to import companies an...
Read more -
Adjusting data import settings
Planning to import data? Import Settings is where you can add extra information to all companies ...
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