Importing task records

  1. Select Settings > Activities, Tasks, and Appointments > Import Task Records. The Import Tasks page is displayed.
  2. Click the required field reference in the Spreadsheet Column Labels section for copying the field reference to a spreadsheet file.
  3. Use these options in the Import Tasks section:
    • Spreadsheet: To import the data associated with task records in a spreadsheet file.
    • Test: To import the spreadsheet file for verifying whether the spreadsheet file is configured correctly.
    • Apply Updates: To import the file for updating the database permanently.
  4. Click Import.