Base Action Data
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Action Participants (Parties)
Make sure you have imported all the contacts first and use an external reference for each contact. You can the use the Action-Participants import spec to match on Action Import External Reference and Participant Import external Reference. No other match-up fields are required.
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Admin > Participants > Participant Types |
Action Custom Data Import
Use the "Action – Custom Data Import" class and then specify which Data Collection you wish to import. You will need an import specification for each data collection.
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You can use either the Action Import External reference or the Action ID to match the data to the correct action(s). |
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Note that the Data Collections must already be defined in ActionStep before you can import custom data. |
Boolean/Checkbox fields can use the following terms (upper or lower case) for the TRUE (checked) value:
- checked
- 1
- yes
- true
- Y
- T
- ok
- on
Anything else will be treated as FALSE.
Action File Notes
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See updated article in Actionstep Help Center: https://support.actionstep.com/hc/en-us/articles/360025846813-Data-Import |