Import field names for Tasks
All columns that are to be imported must be formatted as text in the xl sheet, otherwise that column/field may not be imported into 24SevenOffice.
|TaskCustomerId||Customer Name or Customer number for the customer the task is linked to.|
|TaskContactId||ContactID for the contact the task is linked to.|
|TaskEmployeeId||EmployeeID for our reference who owns the task.|
|TaskTitle||Title on the task (max 200 characters).|
|TaskDescription||Description of task (max 4000 characters).|
|TaskDateStart||Start date of task. Format: “18.06.2015 08:00:00”|
|TaskDateStop||End date of task. Format: “18.06.2015 08:00:00”|
|TaskReminderDate||Reminder of task. Format: “18.06.2015 08:00:00”|
|TaskLocation||Location of task|
|TaskType||Appointment or Task (1 = Task, 3 = Appointment)|
Imports of tasks may be linked to customers, contacts and / or employees. To link to the employees, use the EmployeeID for the various employees which you find Administration>Employees>Employee
Settings in the field called “Employee ID”.