Importing Sales Activities

• Mandatory columns are marked in bold.

• The ACT_Unique_ID_Activity value is stored in "ORIG_WO_NUMBER" field.

• Child Activities will not be imported.

Note:

You can import the sales activities for past dates (historic activities). If any associated entities, such as profiles or blocks, linked to these historic activities are not part of the import, these columns should be left empty in the import file.

Table 24-11 Sales Activities

Name	Description	Max Data Length	Sample Data	Mandatory
ACT_Unique_ID_Activity (PK)	Unique ID value for Activity in the uploaded csv files for Data type "Activity" within an Import cycle.	200	Ex: (10001, 10002)
ACT_Start_Date	The Start Date of the Activity. The format must be 'YYYYMMDD.'	Date	Ex: (20210121)
ACT_End_Date	The End Date of the Activity. The format must be 'YYYYMMDD.'	Date	Ex: (20210122))
ACT_Start_Time	The Start Time of the Activity. This field is available for an Appointment Activity. The format must be ' HH24MI.'	Time	Ex: (1400)
ACT_End_Time	The End Time of the Activity. This field is available for an Appointment Activity. The format must be ' HH24MI.'	Time	Ex: (1500)
ACT_Type	The Activity Type of the Activity. The Activity Type must be pre-configured in OPERA Cloud.	20	Ex: (FOL, SAL)
ACT_Owner	The Owner of the Activity.	10	Ex: (ALL)
ACT_Class	Activity Class like TODO, APPOINTMENT.	20	Ex: (TODO, APPOINTMENT)
ACT_Purpose	The description of this Activity.	2000	Ex: (Sales Call)
ACT_Account_ID (FK)	The Primary Account ID linked to the Activity. Unique ID value for Account profile in the Uploaded csv files for Data type "Account" for an Import cycle.	200	Ex: (200010)
ACT_Block_ID (FK)	The Primary Block ID linked to the Activity. Unique ID value for Block in the Uploaded csv files for Data type "Block" for an Import cycle.	200	Ex: (400010)
ACT_Contact_ID (FK)	The Primary Contact ID linked to the Activity. Unique ID value for Guest/Contact profile in the Uploaded csv files for Data type "Guest/Contact Profiles" for an Import cycle.	200	Ex: (300010)
ACT_Priority	Priority of the current Activity.	1	Ex: (Y, N)
ACT_Completed_Date	Date on which the Activity was completed. The format must be 'YYYYMMDD.'	DATE	Ex: (20210122)
ACT_Completed_Time	Time on which the Activity was completed. The format must be 'HH24MI.'	Time	Ex: (1500)
ACT_Notes	Notes about the problem, which can be used by different employees working on this problem.	4000	Ex: (Follow Up call with Customer)
ACT_RESULT	Activity result. This field is available when activity is completed and Activity Results parameter is Active. The Activity Result must be pre-configured in OPERA Cloud.	2000	Ex: (Success)