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Importing activities through a bulk upload


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If data import is enabled for your company, you can upload a spreadsheet to create several activities at once. You can create activities with leads, partners, or your own team (users).

Prerequisites

Before you begin, make sure you have the requisite permissions. See Enabling the import and export of data.

Steps

For importing activities, you upload a spreadsheet that contains the activity details. One file can contain only one spreadsheet. Therefore, to import data for more than one activity, create a separate spreadsheet for each activity.

Tip

The column names in the upload file must be the same as the field labels in the activity configuration. If you want the column names to be something else, change the labels at User Management > Activity Management. The labels can be in any language.

See also


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