How do I import tasks and events from other CRM records?

• Related Articles

• How to import Tasks and Events?

  Currently, you cannot import tasks and events related to other CRM records from the Activities module. However, you can import these records from the Setup > Data Administration > Import page, provided they have the proper mapping-relationship with ...

• How do I import Notes, Tasks, Events or Calls and associate them to other records?

  You can import Notes, Tasks, Events, and Calls using the Migrate Data from other CRM feature. While importing, you may have to associate the imported notes, tasks, events or calls with other records in CRM. To do this, you need to have the Related ...

• Working with Tasks and Events

  Activities play an important role in daily business operations. Activities can be either time bound calendar events, such as meetings, seminars, appointments, etc., or status bound tasks, such as sending status report to manager, sending email to ...

• Creating Tasks and Events

  Activities play an important role in daily business operations. Activities can be either time bound calendar events, such as interviews, seminars, appointments, etc., or status bound tasks, such as send status report to hiring manager, send email to ...

• Import Records

  Import records When you have a huge list of records in a spreadsheet and you would like to add them as contacts/accounts/deals in your Bigin account, you can import the file and they will be added accordingly.  Importing records involves the ...