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Importing activities through a bulk upload


Anindita Basu    Feedback

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 labels in the activity configuration. If you want the column names to be something else, change the labels at Customize > Global Settings > JSON Configurations > activityImporterColumnMappings. The labels can be in any language. See The activityImporterConfig object.

  1. Log in to the web app.
  2. Click Customize > Global Settings > JSON Configurations.
  3. Locate the activityImporterConfig object and expand the activityImporterColumnMappings object.
  4. Prepare a list of the keys in the object. For example, in the voVymoIds: Partner Vymo Ids parameter, voVymoIds is the key and Partner Vymo Ids is the value. You need values for the following mandatory parameters:
    • action
    • moduleName
    • activityName
    • assignee
    • Either voVymoIds or voExternalIds(but not both) if the activity is a leads or partners activity
    • meetingDate
    • meetingTime
    • durationInMins
  5. Note the field names of other parameters that are configured for this activity. To get these values, click Customize > Global Settings > Activity Configuration, and then note the labels for the fields for the schedule state and the log state.
  6. Create a .xlsx file, where the column names are exactly the same as the values that you noted in the previous step.
  7. Enter the activity details. Use one row for each activity, and enter the values like this:

    • action, the value of which can be either schedule or log, but not anything else.
    • moduleName:
      • For a lead or partner activities, the value is the module name (get it from Customize > Module Settings > Module Name Settings).
      • For internal activities, the value is always user.
    • activityName, for the name of the activity.
    • assignee, for the employee code of the assignee (get it from Manage Users).
    • participants, for a comma-separated list of the employee codes of participants (get these from Manage Users).
    • Either voVymoIds or voExternalIds, but not both, for associating the activity with a lead or partner record.
    • meetingDate, for the date, formatted in any of the Microsoft Excel date formats.
    • meetingTime, for the time, formatted in any of the Microsoft Excel time formats.
    • durationInMins, for a integer for the meeting duration.
    • The additional fields for the activity. The values for the mandatory fields are required. If the file doesn't contain the mandatory values, the upload action will fail. The following image shows the column names of an example upload file. activity upload file
  8. Return to the Vymo app and click Activities > Bulk upload. If you don't see this option, your role doesn't have the requisite permissions. Specify the roles that can import activities using the following steps:

    1. Go to Customize > Global Settings > Dashboard Configurations, and locate the Activity Bulk Upload configuration.
    2. Clear the checkbox for Disable dashboard access.
    3. Go to the Allowed For Roles section, and click the field to select the roles that can import activities.
    4. Click Save and release the changes.
  9. Browse to select the .xlsx file, and click Upload.

  10. Wait for the file to be uploaded. When the process in over, it's listed on the Upload History page, together with the Job ID and status.
  11. Verify that the upload process was completed without any error. To do this, click the row containing the job details. You see something similar to the following image. To see a summary of the upload action, click Summary File. activity upload file

See also


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