Importing New Records - Contact Actions
Follow the steps for Importing New Records

Field Required Type Sample Value Notes
Contact_Id No, unless Contact_Name is not specified Identifier "123" Must match an existing contact id in the database
Contact_Indicator Yes Datasource Data "Primary" Must be one of Address, Primary, or Secondary
Action_Type_ID Yes, unless lookup fields are used to identify the action type Identifier "456" Must match an existing action type id in the database
Action_Description No, unless Action_Type is not specified Lookup "Follow-up call with donor" Must match an existing action description in the database
Action_Scheduled_Date Yes Date "2025/02/15"  
School_Id Yes Identifier "2" Must match an existing school id in the database
Contact_Name No Lookup "John Doe" Must match an existing contact name in the database
Action_Comment No Text "Discussed donation options"  
Action_Method No Datasource Data "Email" Must match an existing valid contact ask method
Action_Location No Datasource Data "On-site" Must match an existing valid contact ask location
Action_Year No Datasource Data "20242025"  
Assigned_To_User_Name No Lookup "Jane Smith" Must match an existing user name in the database
Action_Completed_Date No Date "2025/02/20"  
Action_Track_Name No Lookup "Annual Giving" Must match an existing action track name in the database
Person_Type No Datasource Data "Student" Must be either "Student" or "Inquiry" 
Person_Id No Identifier "789" Must match an existing person id in the database
Person_First_Name No Lookup "Michael"  
Person_Last_Name No Lookup "Johnson"  
Person_Birthdate No Lookup "2008/06/30"

See also
Importing New Records    Donation    Contact    Action    User    Ask    DAT   

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