Q. How many prospects can I import at a time?
A. You can import any number of prospects on Upscale. We have no restrictions on prospect imports. However, for effective functioning, we recommend you import 5000 prospects at a time.
Q. What information can I add via CSV while importing?
A. You can add any field related to prospects via CSV. The basic fields are already defined by Upscale like First Name, Last Name, Work Email, Job Title, etc. which can be directly used.
If you have any additional fields that are unavailable in your Upscale account, first create these additional fields as custom fields in your Upscale account. You can then import your prospects from a CSV file by mapping all these fields.
Q. Why is the Import button not getting activated even after mapping fields?
A. Import button will automatically get activated when all mandatory fields are mapped. For prospects, please make sure you have mapped Work Email and First Name with the right fields.
Q. How does Upscale identify duplicate entries?
A. Upscale detects prospects based on their email ids and accounts based on their domains. So, if a prospect has a duplicate email id, then it is treated as a duplicate prospect.
Q. How does Upscale handle duplicate entries while importing?
A. While importing prospects, you can decide what should be done with such entries.
If existing prospects in Upscale is being imported again via CSV, then while importing you can choose any one of the following actions -
| Options | Description |
| Update missing fields | It will keep the existing prospect information and update only those fields which don't have any value. |
| Overwrite fields | This will overwrite the existing prospect information with the new information received from CSV. |
| Skip update | This will keep the existing prospect information intact and will not update any information. |
Q. How do I interpret action report?
A. Action report lets you know what happened to the prospects - were they imported or not, and if not, then why.
Here is the list of potential actions that could happen while importing -
| Possible Actions | Description |
| Imported | Newly added records from CSV |
| Updated | Records from CSV that already exist in Upscale and were updated |
| Skipped | Records from CSV that already exist in Upscale and were not updated |
In case the action failed due to some reason, you can download the error report. This error report will contain reasons for not importing records against each entry.
