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
Salesforce + native integration
Salesforce + API*
*assuming your API setup allows it.
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.
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 and contacts
Account managers and workflows
All of the above
Click Add customers in the top-right corner of your Customers tab and select the Import or Assign customers option.
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.
Add the following columns to your spreadsheet: their values will populate Upflow fields. Mandatory fields are 🚩 flagged!
Create one line per customer, with their details as columns.
🚩 Customer name
Identifies this account on Upflow (list, details, analytics…)
Unique ID—particularly convenient if several customers share a name. If applicable, it should match the reference displayed on your invoices.
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.
🚩 Group name
To assign an Account manager or a Workflow via file upload, add the following columns to your customers' list
🚩 External ID
The ID of the customer on your source system.
Email address associated to an existing member of your organization with an Account manager role.
Name of the workflow assigned to your customer as displayed on your organization.
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).
🚩 Contact email
Contact’s ID on your source system. Upload it to Upflow if you intend to update their details via integration at some point!
Usable when defining your reminders’ recipients. Choose between Accounting, Sales, Purchaser, or Payer.
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.