WorkGuru supports the bulk creation of lead activities via a csv import template. The import template can be uploaded on the imports dashboard (Administration -> Imports)
Select Choose file and Save to upload the lead activity template.
Lead Activities Import Field Definition
| Column Header | Column Required on Template? | Requires Value if Column Included? | Notes |
| LeadNumber | Required | Required | Lead number. Must match existing lead exactly |
| Owner | Required | Required | Lead activity assignee. Matches to a user by username, email or full name |
| Type | Required | Required | Lead activity type. Must match an existing activity type name exactly |
| DueDate | Required | Required | Lead activity due date. Must be formatted according to the DateFormatShort language setting for your organisation. Default value: dd/MM/yyyy |
| CompletedDate | Optional | Optional | Lead activity completed date. Must be formatted according to the DateTimeFormatLong language setting for your organisation. Default value: dd/MM/yyyy HH:mm |
| Description | Optional | Optional | Lead activity description |
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