How to use Excel VBA and Salesmate API to add activities, etc..

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Dmitri Martin

• June 19, 2019 13:41

Salesmate doesn't have an import process for activities.  I have call and sms log files in Excel which I would like to use to add those activities to contacts in Salesmate.  Normally, I would use browser automation with Excel VBA and Selenium to accomplish this but all the forms and links in Salesmate appear to lack unique ids and use javascript instead of traditional html form fields.  So, the only way I can see to accomplish this would be to use the API.  However, the documentation doesn't describe how to make and receive the API calls.  Can anyone explain how this can be done using Excel VBA?

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• Official comment

  

  Team Salesmate

  • June 24, 2019 02:10

  Hi Dimitri, 

  Thank you for your feedback! 

  Please find our Create Activity API which will help you achieve this. 

  You can connect with the team over chat for any help that you made need further in this regard :) 

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  Khaled Shahin

  • June 26, 2019 18:38

  Hi,

  I checked the API documentation and found out that it's available to Add/create activity using the API however there is no option to BULK ADD Activity. Is there is any other documentation or workaround for bulk adding/creating of activities?

   

  Thanks,

  Khaled

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  Team Salesmate

  • June 26, 2019 20:21

  Hi Khaled

  We do not have options such as Bulk Add Activity, but that of bulk update Activity. I suppose the Add Activity API should work for bulk operations as well.

  Here is a link to our updated API documentation - https://apidocs.salesmate.io/?version=latest#a0918fbf-13ef-4d66-a23c-20c18dcb32da.

  You can reach us over email - support@salesmate.io for further help in this regard.

  Cheers, 

  Salesmate Team

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