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To import activities

  1. From Customers, select Import activities to open the Import activities window.
  2. Choose your ID input method from one of the following:

    From file

    • Click Browse. A browse dialog opens.
    • Browse to and select the text file containing ID numbers, one ID per line

    From query

    • Enter a SQL query to run against the Name table. A message shows how many IDs have been selected.
    • Click OK to close the message.
  3. Click Step 1 - Load Id's to load the IDs and enable the Activity Type field, Transaction Date field, and Step 2 - Set Values option. The remaining fields and buttons remain disabled and grayed-out until an Activity Type is selected from the drop-down list.
  4. Select an Activity Type from the drop-down list.

    When an Activity Type is selected from the drop-down list, the user-defined fields and prompts that are set up for that activity type become available in the Import activities window.

    Note: The fields from the Activity Type field thru and including the User Field 7 field in the Import activities window are defined in the Activity types window by your administrator. The remaining fields in the Import activities window are available whenever an Activity Type is selected from the drop-down list. These are not user-defined fields, and knowledge of iMIS business processes is required to use them successfully.

  5. Enter values in the fields defined for the activity type.
  6. Click Step 2 - Set Values.

    When the step is complete, the Transformation query field, and the options Optional Step 3 Transform, Preview, and Step 4 - Generate Activity are activated.

  7. Click Preview to display a grid-view of the records in the Activity Importer table.

    Note: At this point, nothing has been written to the Activity table.

  8. Use the side and bottom scroll bars to check the data entered.
  9. Click Hide Preview to return to the Import activities window.
  10. (Optional) Enter a SQL statement in the Transformation Query field to make any necessary modifications. For example, modify the Committee from Award Selection to Awards Presentation.
  11. (Optional) Click Optional Step 3 - Transform to update the ActivityImporter table and display a Transformation Complete message.
  12. Click OK to continue.
  13. (Optional) Click Preview to display the grid-view and verify your modifications.

    At this point, you can click Hide Preview and continue with transformation queries. For example, you could update the Activity.CO_ID field by using the following query:

    Update ActivityImporter
    Set CO_ID = Name.CO_ID
    From Name where Name.CO_ID = ActivityImporter.CO_ID

    You can also use the transformation query to delete records from the ActivityImporter table before generating activities as in the following example:

    Delete from ActivityImporter
    Where ID = 140
  14. After verifying that the values entered in the activity fields are correct, click Step 4 - Generate Activity.

    A system message informs you that activity records will be created.

  15. Click Yes to create the activity records.

    After the activities have been created, the "Process is complete" message is displayed.

  16. Click OK.

See Also

Using the Activity Importer

Import Activities window

To view activities


ASI logo 10.6 Production Release. Updated 2/24/2006 1:46:03 PM
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