Frequently Asked Questions
Importing-Exporting
How do I export a list of my contacts?
Inside of the contacts page on the Import/Export panel, click on Export.
How do I export my contacts from Outlook into an excel format?
Step 1: In Outlook click on File -> 'Import and Export...'
Step 2: Select 'Export to a file'
Step 3: Select 'Comma Seperated Values' as the file type. Note: We do not except import from Excel format.
Step 4: Select 'Contacts'
Step 5: Choose where you would like to save the export to on your local machine.
Step 6: Confirm export and click 'Finish'
Step 7: Now that you have succsefully exported your contacts from Outlook, you can now upload them into Upswing by navigating to the Contacts module inside of Upswing CRM.
Step 8:Inside the contacts module click on 'Import' on the right side inside of the Import / Export panel.
Step 9: On the import page click on the select 'Import from Outlook' link.
How do I export my contacts from ACT! and import them into Upswing?
Step 1: Open the ACT! database that contains the contacts you want to export. If you do not want to export the entire database, perform a lookup of the contacts that you want to export.
Step 2: Choose the File menu and click Export.
Step 3: In the File type list box, choose Text - Delimited.
Step 4: Click the browse button next to Filename and Location. The Save As dialog bax appears. Type a file name in the File Name box and click Next.
Step 5: Specify the record types for your export. Choose Contact Records as the kind of records to export and export All records. Click the Next button.
Step 6: Choose Comma from the Select field seperator and make sure you check off 'Yes, export field names" checkbox.
Step 7: Select the contact fields for export and click Next.
Step 8: When the summary screen appear, click Finsish and the export be complete.
Step 9: Now that you have succsefully exported your contacts from ACT!, you
can now upload them into Upswing by navigating to the Contacts module
inside of Upswing CRM.
Step 10: Inside the contacts module click on 'Import' on the right side inside of the Import / Export panel.
Can I roll back my contacts from an import?
After an import, if you see that your contacts haven't been imported cleanly, you can roll them back at anytime.To roll back your contacts from an import:
1. Click on the 'Adminstration' link in the top of your account
2. Inside of the 'Adminstration Settings' page click on the 'Import History' link.
3. Inside of the 'Import History' page check off the 'Import File Name' that you want to roll back and click on the button 'Roll back.