Importacular User Guide

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Import to Actions

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 CategoryLinked FieldsFields NOT Linked
Phone CallPhone numberLocation
Letter
Document
Email
Subject
Alert Title
Issue
Delivery Method
Recipient Name
Message ID
MeetingLocationPhone Number
Letter
Document
Email
Subject
Alert Title
Issue
Delivery Method
Recipient Name
Message ID
MailingLetter (referring to Action Letters in Config)
Document
Location
Phone Number
Email
Subject
Alert Title
Issue
Delivery Method
Recipient Name
Message ID
EmailEmail (meaning the address itself)
Subject
Location
Phone Number
Letter
Document
Alert Title
Issue
Delivery Method
Recipient Name
Message ID
Task/OtherLetter (referring to Action Letters in Config)
Document
Location
Phone Number
Email
Subject
Alert Title
Issue
Delivery Method
Recipient Name
Message ID
AdvocacyAlert
Title
Issue
Delivery Method
Recipient Name
Message ID
Auto Remind
Reminder Units
Reminder Value
LetterDocument
Location
Phone Number
EmailSubject


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