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Importing Activities

FlowForth supports bulk importing activities from a CSV file. This is useful when migrating from another system or setting up a large number of scheduled activities at once.

info

Activity import is available to Master users only. If you don't see the import option, contact your FlowForth administrator.

Prerequisites​

Before importing activities, you must have already imported:

  1. Clients — See Importing Clients.
  2. Locations — See Importing Locations.

Activities are linked to locations via the ExternalLocationId field, so the referenced locations must exist in FlowForth before the activity import.

CSV File Format​

Your CSV file must use a comma as the delimiter and include the following columns in this exact order:

ColumnRequiredDescription
ExternalLocationIdYesThe external ID of the location where this activity takes place
TitleYesThe name or description of the activity
DescriptionNoAdditional details about the activity
ScheduledDateYesThe date for the activity (M/D/YYYY format)
StartTimeNoStart time (e.g., 09:00)
EndTimeNoEnd time (e.g., 11:00)
PriceNoThe price for this activity (decimal number)
IsRecurringNoWhether this is a recurring activity (true or false)
RepeatPatternNoRecurrence pattern: Daily, Weekly, BiWeekly, Monthly, or Yearly
RepeatAmountNoRepeat interval (e.g., 1 for every week, 2 for every other week)
EndDateNoEnd date for recurrence (M/D/YYYY format)

Example CSV​

ExternalLocationId,Title,Description,ScheduledDate,StartTime,EndTime,Price,IsRecurring,RepeatPattern,RepeatAmount,EndDate
LOC-001,Weekly Cleaning,Office cleaning service,3/10/2025,09:00,11:00,150.00,true,Weekly,1,12/31/2025
LOC-001,Window Washing,Exterior windows,3/15/2025,13:00,15:00,250.00,false,,,,
LOC-002,Garden Maintenance,Front and back gardens,3/10/2025,08:00,12:00,200.00,true,BiWeekly,1,12/31/2025
tip

The first row of your CSV file is treated as a header row and is automatically skipped during import.

How to Import​

  1. Navigate to the Import Activities page.
  2. Select the organization to import activities into from the dropdown.
  3. Click Choose File and select your CSV file.
  4. Click Import Activities to start the process.

Import activities page with file selected

Import activities page with file selected

The import may take a few moments depending on the number of rows.

Import Results​

After the import completes, you'll see a summary with:

  • Total Rows — Number of data rows processed.
  • Created — Number of new activities added.
  • Recurring Instances Created — Number of additional instances generated from recurring activities.
  • Errors — Number of rows that failed.

Import results summary

Import results summary

Recurring Activity Import​

When you import an activity with IsRecurring set to true, FlowForth will:

  1. Create the initial activity on the specified ScheduledDate.
  2. Automatically generate recurring instances up to the EndDate based on the RepeatPattern and RepeatAmount.
  3. Each generated instance inherits the title, description, price, and time settings from the parent activity.

The Recurring Instances Created count in the results shows how many additional instances were generated.

Handling Errors​

If any rows fail to import, the error list will display below the results summary. Common errors include:

  • Missing required fields — ExternalLocationId, Title, and ScheduledDate are required for every row.
  • Wrong number of columns — Each row must have exactly 11 fields (use empty values for optional fields).
  • Invalid date format — Dates must use M/D/YYYY format (e.g., 3/10/2025).
  • Unknown location — The ExternalLocationId does not match any location in the organization.
  • Invalid recurrence settings — If IsRecurring is true, a valid RepeatPattern must be provided.
warning

Rows with missing required fields (ExternalLocationId, Title, or ScheduledDate) will be skipped entirely. Make sure every row has at least these fields filled in.

CSV Tips​

  • Commas in values — Wrap fields containing commas in double quotes: "Deep cleaning, full service"
  • Quotes in values — Use double quotes to escape: "Install ""Premium"" Package"
  • Empty optional fields — Leave them blank but keep the commas: LOC-001,Cleaning,,3/10/2025,,,,,,,
  • Encoding — Save your file in UTF-8 encoding to ensure special characters are preserved.
  • Date format — Use M/D/YYYY format (month/day/year), e.g., 3/10/2025 for March 10, 2025.

See also​

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