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  3. Importing data

Importing data

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Articles in this section

  • Q: Can I import data to update an inactive company?

    A: Yes, you can import data that updates an inactive company. The company will stay inactive and ...

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  • Q: What should I use in an import where the data type is a boolean?

    A: It depends on the field you import into. Yes/No custom fields For custom fields of the type Ye...

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  • Q: Can you mass-update email on contact?

    A: This can only be done using the import-tool. Set up the file and the import like this: Put th...

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  • Q: Can orders be imported to Upsales?

    A: Yes. Admins can import orders from a file under Settings → Data management → Import data. Choo...

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  • Q: Can you rollback an import?

    A: No, imports are permanent. This includes the changes an import makes to existing companies and...

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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). If the field has Users can s...

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  • What file types can be uploaded to Upsales

    Here's an alphabetical list of the file types you can upload to Upsales.Maximum file size per upl...

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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

    Planning to import data? Here's everything you need to know.View Swedish video tutorialThis artic...

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