How do I upload my accounts and contacts to Stageforce?

Getting started is easy! Follow these steps to import your data into Stageforce.

Download both import templates from Stageforce:
• Account Import Template – For your companies, clients, vendors, warehouses, and other accounts. Accounts > Import
• Contact Import Template – For the people associated with those accounts. Menu > Import Contacts.

*Best Practice: We recommend importing Accounts first, then Contacts. This ensures contacts can be linked to the correct account during import.

Open your existing spreadsheet and copy your information into the appropriate Stageforce template.
• One record per row.
• Leave the Instructions tab unchanged.
• Required fields are clearly noted in the template.

When you're finished:
• Save as .xlsx (recommended) or .csv.
• Keep the column headers exactly as provided.

In Stageforce:
1. Go to Settings → Import.
2. Select Accounts or Contacts.
3. Upload your completed template.
4. Review the preview and confirm the import.

Stageforce will automatically match existing records when possible and create new ones as needed.

• Import Accounts before Contacts.
• You don't have to fill out every column—only the information you have.
• Review your import summary before confirming.
• If something doesn't look right, correct the spreadsheet and import again.

We're here for you!

Email: support@stageforce.com