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Activity Management Upload Utility

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New Member

Posts: 6

2/3/2011 1:32 AM

Hello,
What are the steps needed to design an uplod utility for activities instead of manually adding them in using AC10.1 ?

mark.cook

Veteran Member

Posts: 444

New Poster

2/3/2011 1:51 PM

I assume you are looking for a mass load using something like Microsoft Add-ins.

The easiest way to create a file for upload might be to use the add-ins query to pull the fields, then map that data back into an upload template. You would catch all the key fields and just delete the ones you don't need.

Deleted User

New Member

Posts: 0

2/3/2011 2:00 PM

I'd agree with Mark.

tdosal

New Member

Posts: 4

6/1/2011 12:46 PM

I have an upload file and template that we use here if you would like me to send it to you.

Thanks
Tina Dosal