The video below will guide you through the Import Process inside of Uptics, from start to finish!
The tutorial video above demonstrates how to complete the following actions during the import process:
How to begin the import process
How to update existing contact data
How to assign a single contact owner to all your records
How to create a static list during the import
How to map your columns from your CSV file to properties in Uptics
How to dynamically map and assign contact owners to your records
How to create a custom field, or custom property, during the import
How to check the progress and status of your import
How to check the file name and import tag of an import
How to use the import tag to access the records from an import on the Contacts Page
How to find the static list created from the import
How to find the records that were skipped during the import
For more information, please refer to our other Help Center Resources. If you are unable to find what you're looking for, don't hesitate to reach out using our in-app chat support!