Bulk Import from Outlook Calendar

Import your activity from your Outlook Calendar

Adding activities as you schedule them is useful at times, but importing activities in bulk is a snap with the ShareBuilder CRM’s “Mass Import” tools.   

Built for speed and efficiency, this tool will help you sync a large number of activities into ShareBuilder CRM in seconds. This tool lets you choose your activities in Microsoft Outlook, and instantly import them all at once into ShareBuilder CRM.

There are just two requirements to import your Outlook Calendar.

  1. When importing be sure to use Internet Explorer on your Windows computer. The Outlook tool only works with IE. 

  2. Be sure that you follow the instructions on the bulk import page. You must Enable ActiveX and Add ShareBuilder CRM as a trusted site. We walk you through the entire thing on the page linked below.   

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