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Add Contacts / Accounts in Bulk

Goal

The goal of this tutorial is to show you how to add Contacts / Accounts in Upmarket

Role(s)

  • Admin
  • Editor
  • Team Lead

How To Add Contacts / Accounts in Bulk

  1. Select Account or Contact from the Toolbar
  2. Click the + Add Record icon
  3. Click the Add Bulk Records button
  4. Choose the CSV file you want to upload
  5. Click Upload File
    • Optional: Select a Client assigned to the records.
  6. Map the data to the designated fields in Upmarket
    • The left side will display the headers from the CSV you chose to load
    • You can type in or scroll through the list to assign map the field 
  7. Click Complete Mapping
    • A preview window will appear giving you a chance to confirm all the required fields have been mapped correctly
  8. Click Upload

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