Guide

How to get started with upcell

Step-by-step demo for installing the upcell extension, logging in for the first time, walking through onboarding, and execute your first export.

  1. To install the upcell extension, click on Add to Chrome

  2. Click on "Add extension".

  3. A new tab will open for https://www.linkedin.com/in/marklbedard.

  4. Close the notification that upcell was installed successfully. You won't need to use the upcell icon in the navigation bar.

  5. To login, select Continue with Google or Continue with Microsoft depending on the provider with which you have your business email.

  6. Proceed with the login process for your provider in the tab that opens.

  7. Allow your provider to share basic information with upcell in order to setup your account.

  8. Grant upcell specific access scopes. This allows upcell to export data to Google Sheets or Microsoft Office 365.

  9. Sync your LinkedIn account. This will open a new tab to login to LinkedIn.

  10. Allow access to basic information in order to setup your user account in upcell.

  11. Proceed into upcell onboarding by clicking "Get Started".

  12. Select Continue for an integration to connect that integration for exports from upcell. CRM integrations are only available for paid plans.

  13. Click "Finish" to complete onboarding.

  14. Click the toggle for "Google" to enable exporting to Google Sheets (if you login with Microsoft, this will show Microsoft instead). You may need to complete the authentication flow for you provider in a new tab at this point.

  15. Click the upcell logo in the bottom left corner to hide the upcell settings page. You can always re-open settings by clicking this logo again.

  16. Video step

  17. Upon export completion, you'll see a notification here.

  18. Open the upcell Settings by clicking the logo.

  19. Click on the link for "upcell Exports" to open the applicable Google Sheet or Microsoft Office 365 spreadsheet.

  20. Success! You have now completed the initial upcell setup!

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