Importing Recent Activity for Customers from another system

[josh-abrams]

Hi,
We’re just moving over from Beer30 and I’m trying to figure out how not to lose the recent activity/notes for all customers. The basic information is straightforward to upload, but I’d like to maintain all the notes from sales call history. I can’t figure out how to bulk upload it–is there a way to do that?

Thanks!

[matt-cousins]

I’m afraid it’s not currently possible to import these. One thing we recommend is to convert the history to a text-based breakdown, that you can then copy and paste as a note on the customer’s account in Breww. It will then show under their account activity for easy reference.