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Import and update your contacts via CSV

Nolwenn Launay
  • Updated

You do not use one of our native integrations to manage your contacts, or you need to import more/update their positions? Use CSV imports!

❗Your contacts' 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

Contacts main information

Contacts Positions

Is main

Native integration

❌

✅

✅

API*

✅

✅

✅

Salesforce + native integration

❌

✅

✅

Salesforce + API*

❌

✅*

✅

*assuming your API setup allows it and doesn't overrules it.

 

File content

Start with creating a compliant spreadsheet with the information you want to update. You can create it from scratch, or export your contacts from Upflow and update this file.

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

Create one line per contact, even if you have multiple contacts for one customer, with columns as fields you want to update. We strongly recommend naming them (however you want) to ease the mapping.

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

💡 Mandatory fields are listed below (🚩)

 

Columns

Details

🚩 Customer name

As displayed in Upflow.

🚩 Client ID (External Id)

Your customer's ID in your accounting tool.

🚩 Contact email address

One per line.

First name

Optional, but recommended.

Family name

Optional, but recommended.

Phone number

Optional, except if you wish to use SMS and/or call reminders.

Position

Highly recommended to define your reminders’ recipients.

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.*

*If you use one of our native integrations, please check if the following option is active or not. If active, it will overrules the CSV import. Refer to the Main contact section of Your Upflow contacts for more information.

 

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

 

Import process and information

Click Add customers in the top-right corner of your Customers list view and select the Import customers or Assign customers option (depends on your integration).

 

 

               

 

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 > Notifications.

Check your Import history (accessible from the same button as the import) 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.

 

Import errors

After importing your file, you will see an in-app notification at the bottom left. You can click it, or head directly to your Customers list view > Add customers > Import history.

Then click the import you need to check in the list, usually the most recent:

You will then see how many lines in your file failed, and the error reason:

You can click Download lines with errors, to check them closely, filter on potential other errors not visible in this view. So you can then correct your file and attempt a new import.

 

 

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