Importing Constituent Actions / Notes

@Ryan Moore As you have constituent ID's and can create a query, have you considered a Global Add > Action? I use this a lot. Very quick and easy. It can be done thru import but I'm thinking it's easier.

@Ryan Moore When you mention notes, are you talking about an action note that is contained with the action tab or a regular note in the note tab?

You can import an action note at the same time you are importing the actual action.

@Ryan Moore yes, if you have different solicitors or data you'll want to use import.

Testing is always fun. Do you happen to have the validate data only check box still marked?

@Ryan Moore
use global add as others have mentioned IF all the data of the action is exactly the same. Global add allows you to target a queried group of constituent and directly give you the graphical interface as if you are adding an action to a single constituent, put in all the info you want and where you want it, then global add will add that to all the constituent in the query.

If you have “varying” details of the action per constituent, then you will want to go the import route, as you can do all the different pieces of info per constituent all in ONE single import.

@Ryan Moore
There is separate import for Action Notepad and Action Solictor, which requires the Action to already have been created first, and then uses the Import ID of the action to provide the solcitor of the action (using the solicitor's constituent import id), or add a notepad.

to make this “easier” you can do the action import by providing a user defined format for the action import id, that way your single csv file already have the action import id for the 2nd and 3rd import. But you need to come up with a naming convention for the action import id so you never duplicate.

Or, you can do the action import, and mark the result to create a static query, then from the static query you can get the action import id of the action that got imported out to a csv export, and use XLOOKUP formula to pull in the action import id into your csv file. XLOOKUP is very powerful and if you don't already know it, I strongly suggest you learn it. Otherwise, the “order” of the static query (if you didn't provide any “sorting”) will be in the same order as your importing csv, so you can just copy and paste over (always double check a few, first, middle, last to ensure order is ok)

@Ryan Moore maybe for date try mm/dd/yy - I know it displays as YYYY but when entering an action it seems to auto add the other two. Strange, no stupid, that it won't take all four.

As @Mark Guncheon posted too. it takes a second import of action solicitor to have the field available. Go figure.

@Ryan Moore
Do you have ImportOmatic available? It makes these kind of imports much easier than the built-in import tool.