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. *assuming your API setup allows it.

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File

Start with creating a compliant spreadsheet with the information you want to update: assigned Workflow or Account manager(s) (i.e., assigned users), contacts who receive your reminders, details relevant to your teammates. 💡 Mandatory and accepted fields are listed below. Save it as a CSV file. You can apply ”;” (semicolons), ”,” (commas) and ”|” (vertical bars) separators.

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Import process

Click Add customers in the top-right corner of your Customers tab and select the Import or Assign customers option. If not applicable, it is replaced with an Assign customers button. The process remains the same. 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 email 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.

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Columns

Add the following columns to your spreadsheet: their values will populate Upflow fields. Mandatory fields are 🚩 flagged!

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Details

Create one line per customer, with their details as columns.

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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.

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Assignment

To assign an Account manager or a Workflow via file upload, add the following columns to your customers’ list. 💡 If you are maintaining your customers and contacts via integration and solely resort to this feature to import your assigned account managers and/or workflows, no need to add the customers’ details.

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CSV assignment - Case sensitive

When assigning workflows or users to your customers via CSV, ensure:

• the workflow name is the exact same in your CSV file: this is case-sensitive, and also applies to symbols. Copy the full workflow name in Upflow and paste it in your file.
• the user’s email address contains no capital letters, and is the exact same as in your Users list view. Ensure the user is created first, then copy their email address and paste it in the CSV file.

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Custom fields

It is also possible to import customer custom field data using a CSV file. Requirements for custom fields:

• The custom field must already exist in Upflow
• Only Upflow-managed custom fields can be imported via CSV
  • Synced custom fields from your source of truth can’t be updated by CSV, and must be managed from your system

To include custom fields:

1. Add a column with the exact name of your custom field
2. Format the values according to the custom field type (see formatting guide below)

CSV import file Formatting guide

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Contacts

Create additional columns to update your customers’ contact information. Duplicate the lines of accounts with multiple contacts (you only need to copy and paste the customers’ ID and/or name).