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.
NOTE: Select the correct time format. If you select the time format HH:MM:SS AM, for best results indicate whether your data is AM or PM in your CSV file. If you select AM/PM time formats, but the data does not contain AM or PM, then the fields are processed as follows: if the HH field is greater than or equal to 8 and less than or equal to 12, these fields are considered as AM. If the HH field is less than 8 and greater than 12, these fields are considered as PM. For example, 7:00:00 is processed as 7:00 PM, whereas 9:00:00 is processed as 9:00 AM.
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
|
|