Insites Docs Instance CRMActivitiesImporting and Exporting Activities

Importing and Exporting Activities

Last updated on July 08, 2025.

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

  • Importing activities
  • Exporting activities

Importing activities

To import activities:

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

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

Column HeaderTypeRequiredDescription
Activity UUID String No Universal Unique Identifier (UUID) of the activity
Activity Type String No

Type of activity. Options include the following:

  • Call
  • Chat
  • Email
  • Event
  • File
  • Note
  • Meeting
  • SMS
  • Other
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.

Exporting activities

To export activities:

  1. Navigate to the CRM from the main menu.
  2. Select Contacts.
  3. Select the overflow menu (), then Export Activities.
Have a suggestion for this page?

Didn't quite find what you are looking for or have feedback on how we can make the content better then we would love to hear from you. Please provide us feedback and we will get back to you shortly.