Import activity data
Stephen Pell
11 steps
2 minutes
1
Navigate to "activity data" under Transactions in the sidebar
2
Click "Upload Documents"
3
Switch to tab User Resources - neoeco - Google Drive"
4
Check source document has activity data
5
Drop or select file
6
Wait for the status to show as "processed"
7
Click "Close"
8
Click this icon to view attachment
9
Confirm imported data is correct
10
Click here to manually override any data
11
[Reconcile activity data to matching transaction](https://scribehow.com/shared/Reconcile_activity_data_to_a_transaction__Cz4J7QEfSN61-W4EIp2UAQ)