Importing Contacts and Companies

You can import contacts and companies into Upvise from the Contacts web app by uploading a CSV formatted file: click on the More button in the app toolbar, then Import.

The first line of the CSV file must be the list of field names for the data you are importing, ie "name", "email", etc..

When you import a CSV file from a third-party app like Outlook, Gmail or Yahoo, Upvise tries to recognize the header field names and automatically import the data. If the automatic importing is not successful, a manual mapping is proposed.

Here is the list of Upvise field names, to be matched with header names in the CSV that you are importing:

Contacts database fields:

name
jobtitle
email
mobile
phone
fax
street
zipcode
city
state
country
note
webpage
email2
phone2
skypename
mapurl: coordinates (latitude,longitude) of address to be used in Google Maps. Example: if you enter "48.851162,2.341976", clicking on the address will open Google Maps directly at the location http://maps.google.com/maps?q=48.851162,2.341976

company
group
region

NB: companies, groups and regions are automatically linked with contacts during the import. If the item name does not already exist in Upvise, it will be created automatically. If you wish to link contacts to companies that are also imported, first import the Company CSV file to create Companies in Upvise, otherwise the companies will be created twice.

Companies database fields:

name
phone
fax
employees
revenues
website
street
zipcode
city
state
country
note
email
mapurl
taxnumber

group
region

NB: groups and regions are automatically linked with companies during the import. If the item name does not already exist in Upvise, it will be created automatically.

Note that on the import page, if you choose to add imported items to a group in the drop-down, this will overrride any group name specified in the CSV file.