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Importing Activity Data

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IMPORT PAGE SHOWING ACTIVITY IMPORT TYPE SELECTED
EXCEL SPREADSHEET SHOWING ROWS FOR ADDING ACTIVITIES
IMPORT PAGE SHOWING ACTIVITY IMPORT TYPE SELECTED
EXCEL SPREADSHEET SHOWING ROWS FOR ADDING ACTIVITIES

Importing Activity Data

Activity imports may be used to import incomplete or complete activities to track in DonorDock for Emails, Letters, Texts, Phone Calls, Meetings, Tasks, Event Attendance, Volunteer, Asks.

When creating activities through an import, at a minimum, the following fields are required:

  • Activity Type

  • Activity Date

  • Activity State (Complete or Incomplete)

  • Minimal info to ID the contact for the activity (Account Number, Email, etc)

View Step-By-Step Importing GuideView Import File Reference TablesView Import Spreadsheet Examples