Importing your contacts into UpCentral allows you to seamlessly integrate communication data from various platforms such as Outlook, Gmail, CRMs systems such as HubSpot, SalesForce, Zoho CRM or even your previous phone service into one centralized system. This guide will walk you through the process of importing contacts using Excel or CSV files.
Supported File Types
UpCentral supports importing contacts through:
Excel files
CSV files
Step-by-Step Guide to Import Contacts
Step 1: Navigate to the Contacts Page
Open UpCentral and locate the left navigation pane.
Click on the People section and select Contacts to go to the contacts page.
Step 2: Initiate Import
On the top right corner of the contacts page, click the Import button.
Step 3: Upload Your File
You will be prompted to upload a CSV or Excel file containing your contacts.
Select the file from your device and upload it to continue.
Step 4: Map the Contact Fields
Once the file is uploaded, UpCentral will read its contents.
You will need to map each column from your file to the appropriate fields in UpCentral. This step aligns the contact information with the database structure of UpCentral, ensuring accurate data integration. If a field is not relevant, you have the option to skip it.
Step 5: Preview Your Contacts
After mapping the fields, UpCentral will display a preview of how a few contacts will appear once they are imported.
Review this to ensure everything is correctly set up.
Step 6: Import Your Contacts
If everything looks good in the preview, click the Import button to start the import process.
The contacts will be imported into UpCentral, and you will be notified once the process is complete.
Final Step
Congratulations! You have successfully imported your contacts into UpCentral. These contacts are now integrated into your central database, ready for use across various communication and management functions within UpCentral.
For further assistance or troubleshooting, refer to UpCentral’s help section or contact customer support.