Import and Export Instructions

Use cases:

a) Use this option when you plan to populate an empty Growegy calendar or when you’d like to add new activities to existing tactics. This option will not delete the current programs or campaigns

b) If you’d like to delete the current activities from the platform, navigate to Table >  Ellipsis Menu (on the top right of the page) > click on Delete All, click on  Yes, Delete All! and upload a CSV file with your information.

Instructions:

1. Download our import template
2. Populate it with your information. Here’s a list of all the fields from the template:

• Name. Your program or campaign name
• Type.  Add your marketing program types, and they will be automatically created during the import. Examples of the types: Email, Advertising, Website, and Social Media. Keep it empty for Campaigns.
• programKind. PROGRAM or CAMPAIGN. You can create a campaign as a high-level grouping and, beneath that, programs where you can track more-granular marketing efforts. Campaigns can contain several programs. 
• campaignId. Leave it empty 
• campaignColor (for campaigns only). Use 00a1e4 as default color. You can change it in Growegy after the upload
• startDateTime and endDateTime. You can leave it empty and all the objects will be created without specific dates. You can find them later in an Unscheduled section in calendar or table view. If you want to add the date/time, please, use the following formats: MM/dd/yyyy OR MM/dd/yyyy HH:mm OR yyyy-MM-dd’T’HH:mm:ssZ. If you use dates, End Date should be more than Start Date. Note that currently import and export uses only UTM time zone.  
• wholeDay. TRUE or FALSE. Use FALSE if your tactic is less than 1 day. Use TRUE for all the other cases. 
• budget. Put 0 or add your budget information
• projectedLeads. Put 0 or add your projected leads information from program or campaign
• vendor. Populate or leave it empty 
• notes. Populate or leave it empty 
• status. You can the following options to capture status of your project: to-do, in-progress, done, cancelled, expired
• ownerUsername. Use your email or Growegy user’s emails. You can leave it empty and assign objects later
• salesforceCampaignId. Leave empty or add a campaign id from Salesforce.  You can find campaign id in Salesforce campaign url. For example, if campaign has https://growegy.force.com/lightning/r/Campaign/7015e00000097ENAAY/view, use 7015e00000097ENAAY. 
• actualLeads. Leave empty or add your actual leads information for historical data. If you connect Salesforce and add campaign id, it will populate number of leads on a campaign level

3. Navigate to Table >  Ellipsis Menu > click on Append from CSV and upload a CSV file with your information.