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Appointment, Task, and Call Fields: Import Preparation

The following table contains specific information about setting up your CSV file before importing appointments and tasks into Siebel CRM On Demand. This information supersedes the guidelines for field data types, for further information, see Field Type Guidelines for Importing Data. You must review the following import information before performing an import.

NOTE: The Default Field column in this table contains only the initial (default) name for each field. It does not contain any names the user has changed.

CAUTION: Integration ID is an advanced field used by Siebel CRM On Demand integration technologies, such as Siebel CRM UAN On Demand. Your company must not set or change this value.

Default Appointment, Task, and Call Field Name

Data Type

Maximum Length

Comments

Account

Text

100

 

Account External ID

Text

30

 

Account Location

Text

 

 

Activity

Text

 

 

Activity Currency

Picklist

 

You are not able to edit this picklist. Therefore, the values you import must exactly match the valid values.

Campaign

Text

50

 

Campaign External ID

Text

30

 

Contact

Text

255

 

Contact External ID

Text

30

 

Description

Text

1999

 

Due Date

Date

7

For tasks, required field by default.

End Time

Date/Time

 

For appointments, required field by default.

External Unique ID

Text

30

 

Fund Request

Picklist

 

Specific to Siebel CRM On Demand High-Tech Edition. Read-only.

Integration ID

 

 

 

Lead

Text

255

 

Lead External ID

Text

30

 

Location

Text

100

For appointments only.

MedEd Event

Picklist

50

Specific to Siebel CRM On Demand Life Science Edition.

Opportunity

Text

100

 

Opportunity External ID

Text

30

 

Owner

Text

255

For tasks and appointments, required field by default.

Owner External ID

Text

30

 

Priority

Picklist

30

For tasks, required field by default. Default valid values: 1-High, 2-Medium, 3-Low

Private

Check box

n/a

 

Service Request

Text

64

 

Service Request External ID

Text

30

 

Start Time

Date/Time

 

For appointments, required field by default.

Status

Picklist

 

For tasks, the default valid values are: Completed, Deferred, In Progress, Waiting For Someone Else, Not Started

Subject

Text

100

For tasks and appointments, required field by default.

Task Currency

Text

 

You are not able to edit this picklist. Therefore, the values you import must exactly match the valid values.

Type

Picklist

30

For tasks and appointments, the default valid values are: Call, Correspondence, Demonstration, Email, Event, Fax, Meeting, Other, Personal, Presentation, To Do

Related Topics

Activity Fields

Field Type Guidelines for Importing Data

Importing Your Data


Published 05/11/2007