Bulk Import Appointments with Contacts
under review
O
Onur Uzunismail
Hello everybody. I am trying to create an account for a client. Client books appointments with opportunities. I was able to import the contacts, and create a trigger to create opportunity when contact was added. However, the client already has some booked meetings for the upcoming months. While trying to figure out a way to import appointments, I realized it wasn't possible. Hubspot import has an option that says something like import contacts and deals(their version of opportunities) at the same time. Thank you!
HIGHLVL-I-3297
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N
Nicholas Accavallo
I have a Client with over 1800 appointments that need to be imported and will have to do this manually along with documents that need to be associated to each contact
Core Platform
updated the status to
under review
A
Anna Ashmore
I really want to add a lot of Dentists quickly ... and they book out their calendars by 6 months or more, so since I can not import I am stuck supporting them for 8+ months. Please allow us to CSV import the appointments into the system. Thanks, Anna