How to import your clients and contacts in Upflow?

Find out how to import your customers and contacts into Upflow.

D
Written by Dacha Kortes
Updated over a week ago

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.

💡 Keep them informed from Upflow in return when your customers share relevant information!

❗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), contacts who receive your reminders, details relevant to your teammates…

Create one line per contact (or per customer if you are not updating your contacts), with columns as fields you want to update. We strongly recommend naming them (however you want) to ease the mapping.

💡 Mandatory and accepted fields are listed below.

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

👉 Download our templates and replace our demo information with yours! (attached at the bottom of this article)

  • Customers

  • Customers and contacts

  • Account managers and workflows

  • All of the above

Import

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.

Column

Details

🚩 Customer name

Identifies this account on Upflow (list, details, analytics…)

Customer ID

Unique ID—particularly convenient if several customers share a name. If applicable, it should match the reference displayed on your invoices.

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.

Column

Details

🚩 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!

Column

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).

Column

Details

🚩 Contact email

First name

Family name

Phone number

Reference

Contact’s ID on your source system. Upload it to Upflow if you intend to update their details via integration at some point!

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.

Attachment icon
Did this answer your question?