Your customer-facing teams operate on a tool not connected to your organization? Upload their freshest changes so your Upflow information is always up to date.

❗Your customers' details can only be updated with this method if your organization is not connected to a solution overwriting their information. They can be imported into Upflow depending on your source system.

Your source system	Details	Contacts	Account managers
Native integration	❌	❌	✅
API*	✅	✅	✅
Salesforce + native integration	❌	❌	❌
Salesforce + API*	✅	❌	❌

*assuming your API setup allows it.

File

Start with creating a compliant spreadsheet with the information you want to update: assigned Workflow or Account manager(s) (i.e., assigned users), contacts who receive your reminders, details relevant to your teammates.

💡 Mandatory and accepted fields are listed below.

Save it as a CSV file. You can apply ";" (semicolons), "," (commas) and "|" (vertical bars) separators.

Import process

Click Add customers in the top-right corner of your Customers tab and select the Import or Assign customers option.

💡 If not applicable, it is replaced with an Assign customers button. The process remains the same.

Map your file’s columns with the matching Upflow Customer fields.

💡 Mandatory fields are marked as Required.

Submit the document and wait for the completion of the import.

You can be notified in-app, via mail and/or Slack, per your Profile configuration.

Check your Import history (accessible from the same button) to review the latest updates (timestamp and uploaded spreadsheet).

Those marked as erroneous detail why some elements weren’t updated to help you fix the file.

Error messageFixAccount manager not found; check the email. Create a member associated with the uploaded email address.

Columns

Add the following columns to your spreadsheet: their values will populate Upflow fields. Mandatory fields are 🚩 flagged!

Details

Create one line per customer, with their details as columns.

Columns	Details
🚩 Customer name	Identifies this account on Upflow (list, details, analytics…)
Customer ID	Your customer external ID (the ID they have in your billing tool), which you can check from their customer page under the Details section.
Accounting code
VAT number
Address
Postal code
Town
State/Region
Country

Groups and entities

If your customers are grouped or have subsidiaries, create additional columns and populate them on the child companies’ lines, indicating the relationship.

Columns

🚩 Group name

Group ID

Assignment

To assign an Account manager or a Workflow via file upload, add the following columns to your customers' list

💡 If you are maintaining your customers and contacts via integration and solely resort to this feature to import your assigned account managers and/or workflows, no need to add the customers’ details!

Columns	Details
🚩 External ID	The ID of the customer on your source system.
Account manager	Email address associated to an existing member of your organization with an Account manager role. 💡Separate emails with a comma to assign several account managers!
Workflow	Name of the workflow assigned to your customer as displayed on your organization.

Contacts

Create additional columns to update your customers’ contacts. Duplicate the lines of accounts with multiple contacts (you only need to copy and paste the customers’ ID and/or name).

Columns	Details
🚩 Customer name
🚩 Client ID (External Id)	Your customer's ID in your accounting tool.
🚩 Contact email address
First name
Family name
Phone number
Position	Usable when defining your reminders’ recipients. Choose between Accounting, Sales, Purchaser, or Payer.
Main contact	Add a “1” in this column on the contact’s line to designate it as your main contact. You can only have one main contact per customer. The latest update overwrites your existing configuration.

You'll find a template file to update your contacts attached at the bottom of this article.

🇺🇸 CSV Contacts Import model - Contacts.csv
540 Bytes Download
🇫🇷 CSV Modèle d'import de contacts - Contacts.csv
634 Bytes Download