Importing New Records - Contact Actions
Posted January 01, 2025
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" |
|
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