Below is a video on how to import completed tasks to contact records. We recommend using our template (attached below) to get started.
Importing Completed Tasks to Contacts
Rethink recommends doing a small test import with just a few records before importing a large amount of data. This is done to make sure the fields are properly mapped and no errors are made.
Please reach out to Product Support (rethinkcrm@buildout.com) if you have any questions about importing tasks.
