Import prospects

Here's how you can import prospects from a CSV file.
Written by Upscale
Updated 1 year ago

You can import your prospects from a CSV file in bulk into Upscale.

Before importing, please ensure that your CSV file has a header row to map your CSV fields with Upscale fields successfully.

You can import prospects using the Actions menu at the top from anywhere in the application. To do that, click the Actions button and then on Import Prospects.

Alternatively, you can import prospects from the Prospects section by following these simple steps - 

  • Click the Add Prospects button in the top right corner
  • In the dialog that appears, click on Choose a file button
  • Select the CSV file that contains your prospects
  • Select Prospects and click on Continue

  • Map the CSV fields with the corresponding Upscale fields. Upscale will only map the fields correctly if your CSV file has a header row.

Sometimes your CSV might have additional fields that do not exist in your Upscale account. To import all such fields, first, create these additional fields as custom fields in your Upscale account. You can then import your prospects from a CSV file by mapping all these fields.

  • Click the Continue button

  • For existing prospects in Upscale, you can choose any one of the following actions - Update missing fields, Overwrite fields, Skip update
  • Assign an Owner to the prospects with a missing owner by selecting from the drop-down list
  • Assign Stage, Tags, and Timezone to the prospects.
  • Click the Continue button

After the import has finished, an Imported Result dialog will appear, showing the number of imported prospects, updated prospects, skipped prospects, and errors. You can download the error report file by clicking on the download icon.

Having trouble while importing? Got question related to import? Check this Import related FAQs

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