Please watch this video for a demonstration of how the Actions destination works.
When you create a new action it needs to be linked with an existing mapping as seen below, in this case either Constituent or Solicitor. The mapping that the Action is linked to is the record that will be assigned the Action created in this Import. If you only have one constituent mapping, it will be linked to them by default.
Fill in Action fields with either a Source Field Name or a Default Value.
While you will see all of the fields for any possible Action records, it is important to note that several fields are linked to specific Action Categories. Fields will only import when linked to their respective Categories.
| Action Category | Linked Fields | Fields NOT Linked |
| Phone Call | Phone number | Location Letter Document Subject Alert Title Issue Delivery Method Recipient Name Message ID |
| Meeting | Location | Phone Number Letter Document Subject Alert Title Issue Delivery Method Recipient Name Message ID |
| Mailing | Letter (referring to Action Letters in Config) Document | Location Phone Number Subject Alert Title Issue Delivery Method Recipient Name Message ID |
| Email (meaning the address itself) Subject | Location Phone Number Letter Document Alert Title Issue Delivery Method Recipient Name Message ID | |
| Task/Other | Letter (referring to Action Letters in Config) Document | Location Phone Number Subject Alert Title Issue Delivery Method Recipient Name Message ID |
| Advocacy | Alert Title Issue Delivery Method Recipient Name Message ID | Auto Remind Reminder Units Reminder Value LetterDocument Location Phone Number EmailSubject |