Click the Data Imports button in the lefthand navigation menu, seen as a blue upward arrow. (If you don’t see this arrow, please contact your Customer Success Manager at VerticalChange and they will activate it for you.)

Next, click on the Files tab. This is where you upload the data you have prepared for import.

Click on the + Import File button below the Files tab.

It will ask you to write a description of your file, and then will ask you to choose a file from your computer to upload.  After pressing the Choose Files button, you can select the CSV file on your computer.

Press Save.

Your file will now appear in the list below. From this list you can see the size of your file, when you updated it and who uploaded it. You can also take different actions on the file: Download, Edit, or Delete.  You can read which is which by hovering above the icon inside the app.

Now that your file is uploaded into the system, you are ready to set up a configuration for the import!