How to Bulk Load Activities

If you have a LONG list of activities you want to upload, doing them one-by-one is not your best route!

We have an Activities Template you can fill out and the CRM Services team will upload them for you. 

Few things to know: 

1. The template should be opened and used in Excel. Google Sheets does not like the dependent drop downs.
2. Here is a tutorial video on how to use the Activity Bulk Upload template if that helps: How to Complete the Activities Bulk Upload Template
3. Once ready to use the file, email crm@cru.org to request the template!