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Import Activities into a Project

You can use the Salesforce data loader to easily import activities into a project.

 

First, create a new project. See this article on how to create projects.

Once your project is created, copy the Project ID, located in the project URL.

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Once you copy the Salesforce Project ID, make sure to create a column in your import file with the Project ID.

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Navigate to the App Launcher in the top left corner of the screen.

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From the App Launcher, select Activities.

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From the Activities Tab, click Import.

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Follow the import wizard. Make sure to map the Project ID field.

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Once the Import Wizard is complete, navigate to the Project.

Click the Activities sub-tab.

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