About Activity Imports

Importing activities into Novi allows you to add historical notes to the Timeline tab of your members' records. Learn more about Timeline Activities.


When Activity Imports Occur

The Activity import is done after your Members' import is complete. Once we've imported the data we'll reach out to you to approve that they are correct.

Please note that we will assist you throughout the import process, but you are responsible for exporting the data from your current system.


Setting Up Your Activity Import File

Activity data is imported from one spreadsheet. Keep in mind when setting up your data that data import is very literal. When the system reads your data, things MUST match up. For an activity import, this pertains to the member's name in the spreadsheet so the activity will be added to the correct member record in Novi.

See the information below for formatting and requirement guidelines.

Row Number

Label row numbers from 1 and beyond.

Member ID

*Required. This is the ID of the member which should match exactly to the "Import ID" from your Members Import Spreadsheet. This is usually the member's name but could be a number.

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. What this should be entered as. Must be one of the following: Note, Task, Meeting, Call, Email, Membership, Ecommerce, Events, CEU

CEU

If CEU was earned, enter the number of CEUs here. Leave blank if not applicable.

CEU Type

This must be set up in Novi before the activity import and the entry on the spreadsheet should match the CEU type that exists in Novi.

Subject

*Required. 200 character max. This is a text field that represents the title/label of the activity and can be anything you want. Some examples include Phone Call, Email, Site Visit, Membership, CEU, Sponsorship, etc. If you do not have this data you can enter something generic (e.g. Historical Note).

Notes

This is an optional text field where you can enter additional information about the activity.

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