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Importing Activities

Refer to Product Ideas
Dominik Obelöer

Description 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

 

Comments

7 comments

Date Votes
  • Dominik Obelöer

    Mike Schepker Pieter Fourie Satya Ram Nukala Nicole Loh 

  • Pieter Fourie

    I think an official statement on why this is not possible, would probably come from Product directly…

  • Seth Halvaksz

    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?

  • Dominik Obelöer

    Client just moved from on prem to the cloud but I asked for a bit more context in order to have a proper use case.

  • Dominik Obelöer

    Here's the clients reply:
    "The business case would be as follows:
    For example, a project manager attends an external trade show and speaks with exhibitors or potential new exhibitors. The results of these conversations are recorded in Excel (due to the lack of mobile access to EBMS in V24.2). The Excel file is then to be imported into EBMS as activities."

    BUT they are currently working on their own solution via API. As of that I closed the ticket and they also did not want me to issue an enhancement for this.

  • Seth Halvaksz

    Thanks for the information.

    Tagging Carissa Harrison on this, i think this use case will be covered by Sales AI

  • Carissa Harrison

    This is not possible for Enterprise activities. 

    Sales AI will record & summary email threads, meetings, text notes & audio notes. For each of these the app will understand the context and update any fields if necessary. 

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