Peoplelogic helps you understand how work gets done within your organization and helps you spot the risks and opportunities that can stall your growth. To do that, we connect to the tools that your teams actually use every day. Unfortunately, we can't build native connections to EVERY tool you use! To help bridge the gap, we've made any easy way for you to upload events from tools that we don't support yet - for example, do you have a demo scheduling program for your SDR team? Export the information from that tool into a simple CSV and import it into Peoplelogic to connect your CRM data to your demo data.
To get started, you first need to add a new integration. Click the + icon in the upper right.
Then, scroll down to find the Custom Event Uploader and click Configure Uploader.
Enter a descriptive name for this new tool and hit save.
You'll be taken back to the list of active integrations and you'll see a new action on the integration you just created - Upload. Click that button.
You'll now be taken to a screen very similar to our screen for importing new employees.
To upload your events, you need to put them into a CSV that matches a format similar to the format below:
"Object","Parent","Event Type","Event Created Date","Event Due Date","User","Participants"
Company 1,,Demo Missed,2019-03-19 15:30:00,2019-04-13 15:30:00,email@example.com,,
Company 2,,Demo Attended,2019-03-28 15:30:00,2019-04-04 15:30:00,firstname.lastname@example.org,email@example.com,
There is a sample file for download on that same screen for you to start from if you'd prefer.
Click Begin Upload to get started.
Select the file that contains your events and then walk through the wizard to select the format of your CSV and finally review the data before hitting Continue and confirming that you're read to upload your events.
The uploader will process your events and show you the number of failed, unknown and successfully processed events.
Your events should now be imported and if they're of a type that displays in the global timeline or in each individual user's timeline, you'll see them show up there. Additionally, if the file contained users who are not already entered into Peoplelogic, you'll now see your new integration as a source of unknown users and be able to map those users.
We're here to help - please reach out to firstname.lastname@example.org if you need help formatting your event data or would like to understand more about why your events are not uploading!