Import Matrix: Activities (Conversations)
Technical Documentation
Available fields
Activity Date
Activity Type
Assigned To
Company
Completed
Contact
Date Completed
End Time
Folder
GL Company (Required if GL Company is required)
Lead
Notes
Opportunity
Originator
Outcome
Priority
Private
Project Number
Reminder (minutes)
Start Time
Subject
Task ID
View As
Visible To Client
Matrix
|
Field Name |
Key Field |
Required |
Valid Values |
Table Validation |
Table |
Field Validation |
Comments |
|
Notes |
|
|
|
|
|
|
|
|
Activity Type |
|
|
Must be a valid Type Name |
Yes |
Activity Types |
Type Name |
If not blank, then Activity Type must be a valid Type Name in the Activity Types table |
|
Assigned To |
|
|
Must be a valid Employee Full Name |
Yes |
Employee |
Full Name (First Name+” “+Last Name) |
|
|
Company |
|
|
Must be a valid Company Name |
Yes |
Company |
Company Name |
|
|
Completed |
|
|
Yes No |
|
|
|
|
|
Contact |
|
|
See Comments |
Yes |
Contacts |
“Full Name” (First Name +” “+Last Name |
If not blank, then Contact must be a valid Contact for Company |
|
Date Completed |
|
|
Must be a valid date format |
|
|
|
|
|
End Time |
|
|
Numeric (time format) |
|
|
|
|
|
Folder |
|
|
See Comments |
Yes |
Transaction Preferences |
Use Activity Folders |
If “Use Activity Folders” is Yes, then Valid Values for Folder is Blank or an existing Activity Folder Name |
|
Lead |
|
|
See Comments |
Yes |
Leads |
Lead Full Name |
If not blank, then Lead must be a valid Lead in the table |
|
Activity Date |
|
|
Must be a valid date format |
|
|
|
|
|
Opportunity |
|
|
See Comments |
Yes |
Opportunity |
Opportunity Name |
If not blank, then Opportunity must be a valid Opportunity in the table for Company |
|
Originator |
|
|
Must be a valid Employee Full Name |
Yes |
Employee |
Full Name (First Name+” “+Last Name) |
|
|
Outcome |
|
|
Successful Unsuccessful |
|
|
|
|
|
Priority |
|
|
1-High 2-Medium 3-Low |
|
|
|
|
|
Private |
|
|
Yes No |
|
|
|
|
|
Project Number |
|
|
See Comments |
Yes |
Projects |
Project Number |
If not blank, then Project Number must be a valid Projects in the table for Company |
|
Reminder (minutes) |
|
|
Numeric (time format) |
|
|
|
|
|
Start Time |
|
|
Numeric (time format) |
|
|
|
|
|
Subject |
|
|
|
|
|
|
|
|
Task ID |
|
|
See Comments |
Yes |
Project Tasks |
Task ID |
If not blank, then Task ID must be a valid Task for Project Number |
|
Visible To Client |
|
|
Yes No |
|
|
|
|