Importing Sales Activities
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Mandatory columns are marked in bold.
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The ACT_Unique_ID_Activity value is stored in "ORIG_WO_NUMBER" field.
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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) |
Parent topic: About Data Import