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DATA|SUITE Manual

Navigation: IMPORT|IT Manual > Create new schema

How to: Import Activities

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After setting the source file type and the source file directory as well as the schema type Activities some options will appear in the navigation bar:

1. Easy Mappings

2. Virtual Columns

3. Conditions

4. Conditional Mapping

5. Merge Options

6. Translation

7. Parent Record Identification

8. Misc Options

9. Activity settings

 

To get to the setting Easy Mappings you either click on the right arrow button or on Easy Mappings in the navigation bar.

 

how to import activities

 

You can always switch between the options by clicking on the arrow buttons or by clicking on the particular option in the navigation bar.

 

The settings Easy Mappings, Virtual Columns, Conditions, Conditional Mapping, Merge Options, Translation and Misc Options are already explained for the contact import.

The setting Parent Record Identification is already explained for the company import.

 

All explanations can be applied to the typical fields of the activities.

 

There are also the Activity settings.