How to Import Contact Offline Activity Records
Part One: Formatting a TXT or CSV File for Upload
The .txt or .csv file containing the contact activity records should have columns for some or all of the following information categories:
Column Title: Email
Column Entry Format : Contact email address (in text form)
Column Entry Example: Demo1@mindmatrix.net
Column Title: Activity Name
Column Entry Format: Text
Column Title: Activity Description
Column Entry Format: Text
Column Title: Activity Type
Column Entry Format: Text
Column Entry Options: Demo, Direct Mail, Event, Meeting, Networking, Phone Call, Social Media, Trade Show, Voice Mail, Email, Other.
Column Title: Activity Date-Time
Column Entry Format: Month/Day/Year Hour:Minute AM-PM
Column Entry Example: 4/23/2022 12:45 PM
Column titles do not have to match the one’s listed above, but doing so will make the field-mapping process more convenient.
Part Two: Formatting a TXT or CSV File for Upload
Go to the “Connections” tab, and then select “Import Contact Offline Activities”.
From there, click on the “Import” button.
Select “Import .CSV or .TXT file” and then click “Go”
Choose a file from the document gallery. If the file you plan to use is not already available in your gallery, you can use the “Upload” button to add files from your computer. When you have made your selection, click on the “next” arrow.
Use the drop-down menus to select which spreadsheet columns the platform should draw from to fill in its information fields. When you have made your selections, click finish.
When the process is complete, you will find a new entry in your import records.
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