Import Activities

Upload activity data in bulk from a spreadsheet instead of logging each activity by hand.

Before you start

• Have your activity data ready in a CSV or Excel file.
• To give activities a specific category, match your column headers to activity categories that already exist in your account. Only admins can add or edit activity categories.

Prepare your file

1. Add a column header for each type of activity data you're importing.
2. Make sure each row represents one record.
3. If you want a specific activity category, name the column to match an existing category in your account exactly.

Import your file

1. Follow the steps in Import Your CSV or Excel File.
2. At the mapping step, map your activity column to the Pipeline Activity field.

The timestamp on every imported activity is the date and time you ran the import — not the date the activity originally happened.

Need help? Contact support at customercare@pipelinecrm.com.