Import Activity

Import Activity, Assignments & Areas

Export your existing timeline, runsheet or activity data from wherever it’s currently held into CSV format (comma separated values).

1pm can then import your entire existing runsheet line by line, and it will even import Activity Assignments and Areas.

The import feature has built-in user defined field mapping, so you don’t have to rename the columns in your data source.

1pm matches Activity Assignments to contact using it’s built-in 7 character Shortcode. It also matches to Areas using a Shortcode.

The import feature will save your hours or days of data entry, and eliminate mistakes.

Still confused about how to get your existing runsheet into 1pm? Send us a support request and we will help you through the process.

We also offer a ‘White Glove’ data import service, where we will import your existing Contacts and Activity for a small fee. Contact support for more information.