import into activities

monsieurb

Hello
I 'd like to import some other information into epesi in notes or or tasks

it is csv file and one column is society name
so i would like to make the same i made for contacts where society name is the key

but in note it not possible to specified clients ! where will goes my notes ?

in Tasks it is only manual mapping for clients but i need to specify the coloumn i want
and the same for meetings

i just found phone call where i can use a column for client

and so, i have a date time field does i need to cut it in tow fields for import ?

ajb

Hi,

importing data with multiselect type hasn't been solved yet.
For instance - tasks got customer field which can be contact or company. It's stored in the special format in the database - recordset identifier and record id. Your import file would have to specify both values in one field. And after all your import file should contain ID of the related customer, because if you'd like to map it by string value, then it would have to know how map that string value to the ID.
It's pretty hard to make it clean, but i understand your frustration.

We have to solve it somehow - I'll consult with our team.

Regards,
Adam

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