How do I import activities?

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

We are sorry to say we do not have a direct way to import activities at this time. If you would like to have this feature, please make a feature request here.

 

Here are three work arounds to import activities:



1: Using Zapier, a third party integration service

Using a third party tool called Zapier, you can create a Zap to take rows of activity data from a Google sheet to create an activity using Zapier's "Create Activity" action. To do this, you will first have to have imported your lead, people and company data because you will need to relate each activity by the ID of the lead/person/company in ProsperWorks. To get back IDs, go to ProsperWorks -> Settings -> Export Data.

For instructions, please view this guide:

https://prosperworks.zendesk.com/hc/en-us/articles/115001502906

 

2. Importing into a custom field instead

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

a. In your lead/people/company, etc. import spreadsheet, create a column called historical emails, historical meetings, historical status changes

b. Copy/paste your activity data into that column. Make sure you do not enter more than 10,000 characters. If you do, create another column and custom text area field.

c. When you are ready to import your spreadsheet, please follow this guide: https://prosperworks.zendesk.com/hc/en-us/articles/202672728-Importing-Excel-or-CSV-File

 

3. Using our API

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

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

 

 

 

 

 

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!

You can also make a request, here

 

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