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Team & HR

Store and share files (Uploads)

See every spreadsheet you've uploaded: what was new, what was merged and any problems.

Where to find it: Menu → Uploads For everyone 5 min

The steps at a glance

1Open Uploads2Find an upload3Check problems4Use the leads
Step 1 of 4
  1. In the menu on the left, tap Uploads. On a phone, tap the ☰ menu button at the top first.

    companyflowhq.com/uploadsCompanyFlowHQCallsHelp deskMailUploadsTeam chatLive chatBoardsUploadsSearch ⌘KMenuCallsHelp deskMailUploadsTeam chatLive chatBoards
  2. Search or scroll the list. Each upload shows New, Merged and Duplicates.

    companyflowhq.com/uploadsCompanyFlowHQCallsHelp deskMailUploadsTeam chatLive chatBoardsUploadsSearch ⌘KFind an upload by name…open daySeptember open day182 new · 14 m…UploadsFind an upload by name…open daySeptember open…182 new · 14 m…
  3. Open it and tap Problems to see rows that need fixing.

    companyflowhq.com/uploadsCompanyFlowHQCallsHelp deskMailUploadsTeam chatLive chatBoardsUploadsSearch ⌘KAll rowsProblemsRow 12 — missing phoneProblemUploadsAll rowsProblemsRow 12 — missin…Problem
  4. Tap Open these leads, or Export this upload as CSV.

    companyflowhq.com/uploadsCompanyFlowHQCallsHelp deskMailUploadsTeam chatLive chatBoardsUploadsSearch ⌘KOpen these leadsExport this upload as CSVUploadsOpen these leadsExport this upload as CSV

✅ How do I know it worked?

  • You can see exactly which leads came from which file.

⚠️ Common mistakes

Problem“Uploads are not available for your role”.FixUploads are for owners, admins and managers.

Related guides

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