Nexl automatically tracks meetings attended and emails sent and received and marks these interactions automatically as activities.

You can also create custom activities individually to track all of your business development and marketing activities—events attended, newsletter emails received, and more!

You may have been managing activities in a spreadsheet or another platform and want to import the activities in bulk. What if you want to import those activities? Admins can now use the Nexl import feature to import custom activities in bulk!

You can drag and drop or upload your file. File formats supported are .xlsx and .csv. Here is a spreadsheet format you can follow to import activities:

Key Activity Import - Example Spreadsheet.xlsx

Following fields must be present in the file for activities to be imported:

Activity Title, Category (Business Development, Lead or Marketing), Contact email, Employee Email and Activity Date.

To add multiple employee or contact emails simply add multiple contact emails in the spreadsheet separated by a comma.

After import, the activities will be visible on the company page, contact and key actvity tracker page. If no record for the contact is found prior to import, the import will also create a new contact which can be found by searching for company name under My Contacts page.

Here are some cases that can cause issues while importing key activities: