How to Bulk Import Activity Types in Group Portal

If your organization operates multiple StoriiCare locations, the Group Portal allows you to quickly import and distribute activity types across all relevant accounts. This is especially helpful when setting up a new site or standardizing your Calendar feature across multiple branches.

Bulk importing through Group Portal ensures consistent activity naming, categorization, and reporting system-wide.

Visit https://group.storiicare.com and sign in using your Group Portal credentials.

On the main Group Portal page, find the account where you want to import activity types.

Click the document import icon next to the relevant location.

Click “Download our template” to obtain the correct file format.

⚠️ Important:

The import will only work if the columns remain in the exact order provided in the template.

You may complete only the fields you need — not all columns are required.

Fill in your activity types, including (where relevant):

• Activity names

• Activity categories

• Tags

• Descriptions

• Location details

Be sure to keep:

• Column order unchanged

• Formatting consistent

Drag and drop your completed spreadsheet into the upload window, or click to browse and upload manually. Confirm the upload to import your activity types into the selected location.

Once uploaded, the activities will be available within that location’s Calendar and Activities features.

To confirm successful import:

• Click the house icon (🏠) next to the location

• Sign in

• Navigate to Activities → Activity Types

Your newly imported activity types should appear in the list.

Need More Help?

If you need further assistance, you can reach out to our support team by emailing support@storii.com. Our support team is ready to help you with any questions or issues you may have.