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Questions Import Activities for a customer

 
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Last Post by JohnFothergill 5 years ago
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JohnFothergill
Posts: 10
 JohnFothergill
Topic starter
August 28, 2020 11:24 pm
(@johnfothergill)
Eminent Member
Joined: 5 years ago

I am trying to import 16,500 activities against customers from a legacy system.  Based on another topic in this forum, I have built an import scenario and I am almost there but just failing to get the final piece of the puzzle which is to attach the activity to the customer.  The Activity is created and the note is correct but the related entity will not populate.  I have tried variations on the syntax but I am really stabbing  in the dark.  Has anybody else managed to do this - my import scenario is below.

image

Thanks in advance for any help,


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Jeffrey Patch
Posts: 38
 Jeffrey Patch
August 29, 2020 5:29 am
(@jeffrey-patch)
Trusted Member
Joined: 6 years ago

Hello John

Looks like you are nearly there.  I have tested the following Import Scenario successfully:

image
LEV Activity Import Customers.xlsx
CR306010-LEV Activity Import Customers.xml

Please note that I have hard coded the type of activity to N - Note.


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Katie Phillips, NickSM and JohnFothergill reacted
JohnFothergill
 JohnFothergill
(@johnfothergill)
Joined: 5 years ago

Eminent Member
Posts: 10
August 29, 2020 9:18 pm
Reply toJeffrey PatchJeffrey Patch

@jeffrey-patch - Thank-you very much.  I have now successfully imported my activities.  I did add the Time Activity lines in, but I think that the issue was a single letter - EntityID vs EntityCD.


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Tim Rodman reacted
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