Instance · CRM

Importing and Exporting Activities

Last updated 1 November 2026

This document details the processes for importing and exporting CRM activities. Topics include:

Importing activities

To import activities:

Navigate to the CRM from the main menu.
Select Contacts.
Select the overflow menu (), then Import Activities.
Select the CSV Template link on the 'Import Activities' drawer to download the import template.
Use the CSV template as a guide for creating an import file that matches the input requirements in Insites.
When your CSV file is ready, return to the 'Import Activities' drawer by executing steps #1 - #3.
Use the clickable area on the drawer to upload your CSV file.
Select IMPORT ACTIVITIES.

These are the input requirements and descriptions for importing activities into the CRM:

Column Header	Type	Required	Description
Activity UUID	String	No	Universal Unique Identifier (UUID) of the activity
Activity Type	String	No	Type of activity. Use one of these codes: call chat email event file_note meeting sms other File Note is one value, file_note.
Start Date Time	String	No	Date and time the activity was initiated.
End Date Time	String	No	Date and time the activity ended.
Related Contact UUIDs	String	No	Universal Unique Identifier (UUID) of the contacts involved in the activity.
Notes	String	No	Notes regarding the activity.
Subject	String	No	Subject of the activity.
Message	String	No	Message contained in the activity.
Related UUID	String	No	Universal Unique Identifier (UUID) of the entity, for example, a contact, linked to this activity..
Last Updated By Administrator UUID	String	No	Universal Unique Identifier (UUID) of the administrator who last updated the activity.

To export activities: