Activity Data Upload

Import historic activities and notes in bulk into your Exsalerate account

Eve Whyte avatar
Written by Eve Whyte
Updated over a week ago

This is where you can import historic activities and notes from an old CRM system.

You will need to apply the unique company Link ID to each activity so that it gets correctly matched to the company and contact when uploaded.

The unique link ID was created when you uploaded your customers/clients into Exsalerate

Specify the activity date, it's best to use the date format YYYY/MM/DD so make sure you convert all activity dates to this format.

Ensure your Activity Type is set up in Exsalerate before uploading otherwise your upload will fail. See setting up Activities.

Make sure you check out the Field Descriptions tab on the template, this contains information about each field and lists the mandatory fields required for the upload to work.

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