About Activity Imports
Activity imports allow you to add historical notes, continuing education credits, tasks, and other Timeline Activities to your members’ Timeline records in Novi.
When Activity Imports Occur
Activity imports can be completed any time after the initial Member Import has been completed and approved. This may occur during onboarding or at any point after launch.
Please note that while Novi will assist you throughout the import process, association admins are ultimately responsible for exporting the data from their current system.
Setting Up an Activity Import File
Activity data is imported from a single Excel spreadsheet. The import process is very literal, so values in the spreadsheet must exactly match the corresponding data in Novi. Each activity must also be matched to an existing member record using a supported matching ID.
Review the formatting and requirements below as you prepare your spreadsheet.
Row Number
Label row numbers from 1 and beyond.
Member ID
*Required. The Member ID must exactly match the Import ID from the member import spreadsheet, or another supported matching ID in Novi. If a matching member cannot be found, the activity cannot be imported.
Date
*Required. This should be formatted as MM/DD/YYYY. This is the date of the Note/Activity. If you do not have this information in your data, enter a generic date (e.g. January 1 of the current year).
Activity Type
*Required. Activity Types are case-sensitive and must match one of the following values: Note, Task, Meeting, Call, Email, Membership, Ecommerce, Events, Credit, Parent Change
Custom Activity Type: For activities that are not covered by the predefined options mentioned above, you can track them using a Custom Activity Type. Once created, you can import activities using that value.
Task
When importing Tasks, also include the following columns:
Task Status (for example, Completed)
Task Completion Date (MM/DD/YYYY, if applicable)
Credit
If you are importing Continuing Education credits, Credits Possible must contain a value in order for the earned credits to display correctly in Novi.
Credits Possible = Enter the number of credits the member can earn.
Credits Awarded = Enter the number of credits the member actually earned by participating in a course/activity. Leave blank if not applicable.
Credit Type
If you are importing Continuing Education credits, the Credit Type(s) must be set up in Novi before the activity import and the values in the spreadsheet must be an exact match to the options in Novi.
Subject
*Required. 200 character max. This is a text field that represents the title/label of the activity. Use a short descriptive title, such as Phone Call, Email, Site Visit, Membership, Credit, Sponsorship, etc. If you do not have this data, enter something generic (e.g. Historical Note).
Notes
This is an optional text field where you can enter additional information about the activity. Basic HTML formatting is supported.
Example of a basic Activity import file:
Validation Checklist
Before submitting your spreadsheet:
Verify all required columns are present.
Confirm all rows have Member IDs and they have exact matches in Novi.
Verify all dates are formatted as MM/DD/YYYY.
Confirm any Credit Types referenced in the spreadsheet already exist in Novi.
Check for missing required values.
Check for duplicate activities that should not be imported.
Save the spreadsheet as an .xlsx or .csv file and submit it to Novi for review.