I've exported a list of approx 200 contacts from Civic, including contactname. I'd like to add in one go the same acticity (i.e. delivery of a brochure) to all of them, avoiding to add that activity manually one by one.

Is there a way to massively add the same activity to several contacts? Thanks in advance for your support

  • 1
    If you can easily run a search for these contacts in Civi you can also create activities for all of them by using the 'Add activity' from the Action drop down, entering all the necessary details (i.e. activity type, status, date, and so on) straight into the system. Mar 19 at 10:32

Welcome to SE Emma:

Make sure that you have contact Id in the exported list. You need this to match accurately to the contact. You then add columns to the spreadsheet for your information for the activities. You probably want to export a trial activity to see what you need and make sure you include all the mandatory fields. You can copy the information to all the contacts. Save as a CSV file. The go to Contacts >> Import Activities and follow the wizard.

I strongly recommend some testing, either on a test site of with some dummy contacts that you can delete afterwards. You will need a bit of trial and error to understand the detail. Set the source field to something specific so that you can identify these activities afterwards in case of any problem.

https://docs.civicrm.org/user/en/latest/common-workflows/importing-data-into-civicrm/#import-activities in the documentation will help.

  • Mick's answer flips between Participant and Activity but i think that is just a mis-write. You would be looking for Contacts >> Import Activities ie /civicrm/import/activity?reset=1
    – petednz - fuzion
    Mar 18 at 19:23
  • 1
    Sorry - well spotted petednz - answer corrrected
    – Mick Kahn
    Mar 18 at 20:15

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