Add Contacts / Accounts in Bulk

The goal of this tutorial is to show you how to add Contacts / Accounts in Upmarket

Role(s)

• Admin
• Editor
• Team Lead

How To Add Contacts / Accounts in Bulk

1. Select Account or Contact from the Toolbar
2. Click the + Add Record icon
3. Click the Add Bulk Records button
4. Choose the CSV file you want to upload
5. Click Upload File
   • Optional: Select a Client assigned to the records.
6. Map the data to the designated fields in Upmarket
   • The left side will display the headers from the CSV you chose to load
   • You can type in or scroll through the list to assign map the field 
7. Click Complete Mapping
   • A preview window will appear giving you a chance to confirm all the required fields have been mapped correctly
8. Click Upload