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Sales Activities Import

Sales Activities Import
Header row labels with required fields highlighted in yellow.

Column    Header Row Label Field Name                Character Limit Comments 
A acctid Account Id 25 Must match a valid Account Id
B contactname Contact Name 36 LastName, FirstName
C activitytype Activity Type 25 Must match an Activity Type defined in Setup | Drop Down Lists
D acctrepid Sales Rep Id 25 Assigned To, User Login Id (Must match Sales Rep User Id)
E duedate Date Due 10 MM/DD/YYYY
F completedate Date Complete 10 MM/DD/YYYY
G purpose Purpose 75
H description Outcome 500

 

See also

Account Import
Contact Import
Product Import
User Import
Equipment Import
Concern Import
Concern Type Import
Defect Codes Import