Overview
You can import multiple activities into Dazos CRM in bulk using the Calendar module's import feature. This saves time when you have a large number of activities in an Excel or CSV file and want to avoid entering them one by one.
Before You Begin
Make sure you have access to the Calendar module in Dazos CRM.
Download and use the provided import template to ensure your activity data is formatted correctly before importing.
Have your activity data ready in the template format.
Steps
Navigate to the Calendar module. Click the Calendar icon in your Dazos CRM toolbar to open the Calendar.
Download the activities import template. Locate and download the import template provided for activities. Fill in your activity details following the column structure in the template.
Click the Import button. Once your template is filled out, click the Import button in the Calendar module to begin the import process.
Select your file and complete the import. Choose your completed template file and follow any on-screen prompts to finish importing your activities.
Verification / Expected Result
After a successful import, your activities will appear in the Calendar module. You can verify them by switching to the Calendar List View, where all activities created by CRM users are visible.
đĄ Tip: Use the Calendar List View to confirm all imported activities appear correctly and are assigned to the right users.
Troubleshooting / Common Errors
Activities not appearing after import: Double-check that your file follows the required template format exactly, including all required column headings and fields.
Import button not visible: Confirm that you have the appropriate permissions to use the import feature in the Calendar module. Contact your CRM administrator if the option is missing.
Need Help?
If you run into issues with your import or need a copy of the activities import template, contact Dazos Support and a team member will be happy to assist you.