To get your activities imported, please do the following:

  1. Download one of the following templates:

    • Excel template: Click here to download this template.

    • Google Sheets template: Click here to download this template. Make a copy of it once it is downloaded.

      Note: One way to make a copy of a Google Template is to open the template and go to File > Make a Copy. If the "Make a Copy" button is grayed out, check out this article in our Knowledge Base for some troubleshooting tips.

  2. Open your copy of the template, and enter in as much information as you can. If there's an asterisk in a column header, the column is required.

    Note: If your team has custom activities loaded into Sisu, they may be imported by adding them as additional headers to the end of the template.

  3. Save your changes when you're finished.

  4. Log into Sisu, and use the chat bubble to share the import spreadsheet with one of our Customer Success team members. They'll load the data into Sisu for you.

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