Crimson 3: Importing Actions

 

When importing an Excel list of Actions, follow the same import process as you normally would for a new Contacts import:  

  • Click blobid0.png in the Navigation Bar in the People or Fundraising Dashboards.  
  •  However, in Step 2 – Import Type select Action.   

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Before importing, make sure the following Action related columns to import Action information: 

  • Action Name – Put the Action name here, just the name not the Category. 
    • NOTE: The Action must already be created in People Settings before importing. 
  • Action Date – This is for the Action’s Date.  This is required for import. 
  • Action Source Code – Source Code, not required. 
  • Action Note – Free text, not required. 
  • Custom Fields – You can import Custom Field information. The custom fields and the values do have to match options that are already in People Settings.  For each custom field use the format below, adding a number for each additional custom field.  First, add the Field name, second add the value (look up value, number, or date).   
    • Action Custom Field 1
      • Example: Status 
    • Action Custom Field Value 1 
      • Example: Attended 

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NOTE: To learn more information on creating new Actions, see Crimson 3: Actions. 

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