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. Here is a link to the template: Activity Bulk Upload Template
2. When the preview of the file opens, DO NOT OPEN in Google Sheets. 
3. Click File and Download. 
4. This will download the template to your computer. Open the file in EXCEL. Do not use the template in Google Sheets. Google Sheets does not love the dependent drops downs. 
5. 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
6. Once you fill out the template, email crm@cru.org and we will process for you!