Importing Activities
Refer to Product IdeasDescription of the Issue:
Client wants to import activities from an excel-list to accounts but cannot find this option via any menu. Neither do we. We checked via activity tab in accounts and also directly in the activity window but you will be only able to add and not to import.
Just need to clear if this is actually a supported function or not.
As of our current knowledge we already informed the client that we don't have any option to import activities from Excel to Account. But as they are in Hypercare and a 10%ARR Client an overall statement would be great to close this off.
Client:
MesseStuttgart_PROD_0071404508
Version:
24.22024072501
zendesk:
#393218
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I think an official statement on why this is not possible, would probably come from Product directly…
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You cannot import activities directly into backoffice. However I think Consulting or Technical Services could.
Please open a Product Feedback and post link here for reference.
I'm curious why they want to import activities. Are they migrating from another system?
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