How to Import stakeholder records with unique events
Roy Brewer |
11 steps |
53 seconds
Consultationmanager-Preview
1
Click "Tools"
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Click "Import"
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Click "New"
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Click "Select at least one project"
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Click this dropdown and select the relationship operation to perform. This is where you will select 'create and relate to (multiple entities using CSV' which will create a unique event for each stakeholder record that you import.
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Click this dropdown and select 'stakeholder event'. This specifies that the relationship you are creating will be an event/
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Click this file field and select your CSV file for import.
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Click these dropdown and select the fields for importing.
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The unique event details you want to create are selected from the bottom half of the choices.
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Once you have selected all your fields for import, Click "Save & Execute"
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Click "Yes". *Don't forget, that importing certain fields is case-sensitive and must match exactly. For instance event sentiment - 'Happy' would need to match exactly what you already have in the system.*