How to import Tasks into Bigin?
Tasks are always associated with a contact, company, or deal. So the tasks that you import must be associated with records in one or more of these parent modules (Contacts, Companies, and Deals). Before importing, ensure the import file contains unique reference fields to the Contacts, Companies, or Deals module, like Company Name, Company ID, Contact Name, Contact Email, Deal ID, or Deal Name. Use these fields to associate the deals properly when you import them.
To import tasks
- Go to the Activities module.
- Click the +Tasks dropdown and select Import Tasks.
- Click Upload or drag and drop your file in the Upload your file stage.
- Click Next.
- In the Choose an Action section, select one of the following options:
- Add as New Record
- Update Existing Records Only
- Both
- Click Next.
- In the Map Your Data section, map the fields from your file to the fields in the Bigin account.
- Click Next.
- In the Additional Options stage, select the record owner and add tags, if required.
- Click Finish to start importing.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
How to view tasks in the Activities module?
To view tasks 1. Open the Bigin app on your iPad. 2. Navigate to the Activities module. 3. Switch to the Tasks tab. You can find all your tasks listed on the left side of the screen. Note: To display specific task records, tap the List View ...How to view tasks in the Activities module?
To view tasks 1. Open the Bigin app on your smartphone. 2. Navigate to the Activities module. You can find all your tasks listed here. Note: To display specific task records, tap the List View Dropdownat the top right of the screen and select a ...How to view tasks in the Activities module?
To view tasks 1. Open the Bigin app on your Mac. 2. Navigate to the Activities module. 3. Switch to the Tasks tab. You can find all your tasks listed here. Note: To display specific task records, click the List View Dropdownat the top left of the ...How to view tasks in the Activities module?
To view tasks 1. Open the Bigin app on your iPhone. 2. Navigate to the Activities module. You can find all your tasks listed here. Note: To display specific task records, tap the List View Dropdownat the top left of the screen and select a criteria.iPad - Associate tasks, events and more with records
For each record in your Bigin native app, you can create tasks, call, events, deals, and also associate notes and files. The items that you can associate depends on the module selected. For example, in the Products module, you can associate only ...
New to Zoho LandingPage?
Zoho LandingPage Resources