Importing tasks and events
You can import both tasks and events, the proccess is essentially the same. Let's take a look at impording tasks.
Download and take a look at the example file and modify your file accordingly.
Upload the file, click Proceed and then match the fields accordingly.
In case of additional importing, you can choose whether to update existing entries. If so, choose the fields by which the entries are matched.
Save matched column headers as default – If the checkbox is ticked and the “Import” button is clicked, the column header names in the import file are saved, so the next time you import a similar file, the system will match the values automatically.
Click the button Import to start the import proccess.
Did this article help you?
Thank you for your feedback!