Import Events into Heap CRM via CSV

Heap CRM now supports importing of events via CSV (import under the calendar tab):

events csv

To keep it simple, there is only two required fields: date and title. Just like in the app, the start and end time is parsed directly from the title field. However, all fields are supported, including fields like association that make connections throughout the application.

The import format matches the event CSV export added to HeapCL in March.

Example CSV >

2 Responses to “Import Events into Heap CRM via CSV”

  1. WBP SYSTEMS / Weblog » Blog Archive » GTD to CSV Says:

    [...] export events/tasks from HeapCL and TorchCL and save them in GTD format, convert them to CSV and import CSVs to Heap and/or [...]

  2. WBP SYSTEMS / Weblog » Blog Archive » Major Feature Release: Automation – Evaluate the Description Box of an Event (Heap CRM) Says:

    [...] can also import events in CSV format and set the email template to “automate”. Or you could import event templates from a [...]

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