How do I import activity data from another service?

To use the API, you will need a trial, professional or business account

ProsperWorks makes it easy to import activity data. If you are importing from another service, it is important to move your activity data over. 

 

Three methods of importing: 

 

First method: 

If you have developer knowledge, you can import your activity data using our API:

https://www.prosperworks.com/developer_api/activities

Second method:

Using a third party tool called Zapier, you can create a Zap to take rows of activity data from a Google sheet and create activities out of them using the "Create Activity" action:

https://zapier.com/zapbook/google-sheets/prosperworks

 

Third method:

In ProsperWorks, create custom text area fields and copy/paste your activity data there. Custom text area fields have a limit of 10,000 characters.

a. In spreadsheet, you would have columns next to People or Companies, etc. called historical emails, historical meetings, historical status changes

b. In those fields, you would copy/paste the data into the spreadsheet

c. Import tips: https://prosperworks.zendesk.com/hc/en-us/articles/202672728-Importing-Excel-or-CSV-File

 

 

 

 

 

 

 

If you have more questions about using ProsperWorks, check out our helpful Resource Section!

For further help or comments, head over to our Community Section!

 

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