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How to import Log call, Log time, Action, Comment ?

import log call publisher

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#1 Grand

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Posted 14 August 2017 - 08:23 AM

Hi Community,

 

I'm migrating from Zoho CRM to x2crm.

The export and import of Accounts and Contact went well.

 

How to import Publisher data?

Now i want to import the extra contact-information in the so called: Publisher

The data visible at contacts about: Log call, Log time, Action, Calender Events and Products.

 

I do have found and tried the import function for: Actions but that is not sufficient because it does not import the 278 Call Logs that i want to connect to the Contacts.

 

Can you help me where to look or what to do to import Call Logs ?

 

I'm looking forward for your response and always ready to help you back.

 

Thanks,

Grand,

The Netherlands

 



#2 Grand

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Posted 27 August 2017 - 09:59 AM

Hi Community,

 

Hereby an update of my progress with exploring X2CRM (v6.9 by this time).

 

As mentioned in the previous post is want to import Call Logs from a former CRM to X2CRM.

 

After diving deep into the export csv which i exported in my X2CRM installation, i noticed that there was a field which indicates the type of action. The field Action Type.

 

When the field Action Type contains: calls

you have the indicator that put the information you import to the publisher as a Log Call.

 

So when you make you import csv for call-logs, make an extra field with the name: Action Type.

When mapping the import file, map this field to Action Type listed in the mapping options.

 

You als have to indicate to which accounts the information must be related to. I did this by making a field: contacts which i made the field to match. There is a disadvantage to using a field; contacts because it's not realy unique. So after import you can notice that some relations are not good. For now, to me, this was a sufficient solution. But with larger databases and imports it is better to think of and create a unique key in your csv file that makes the exactly right matching.

 

May my experience help anybody who is looking for how to import data into the Publisher fields.

 

And if you have any questions or suggestions, please reply to this post.

 

Grand,

The Netherlands



#3 Grand

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Posted 27 August 2017 - 10:16 AM

Reading back the previous post i noticed an error.

 

The field to look for is:

 

<type>  

 

The info to fill in is:

 

call  (not calls as i mentioned before)

quotes
time
email
note
event
 
depending which you want to match.
 
When matching with contacts:
 
Use the fields:
associationType
associationName
 
 
Grand,
The Netherlands






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