Import operations

You need the fields organized in a spreadsheet

If you want to prepare data in a Google spreadsheet, we have collected some interesting formulas (see Spreadsheet)

If none of the values for the search (itemID, ProcessNumber and Type or itemTYPE) is used, a new process item is created. At least the field "Subject" must be assigned. If the type is omitted in the import, the transaction type "Log: Note" is generated.

The "itemID"field triggers and updates the assignment to the item. The form can also be changed via "itemTYPE".

The itemID governs the internal unique records order. This is listed in the export of operations.

The field "itemTYPE" enables the form change to existing items. This allows the form to be changed. (e.g., from "m123" to "m456").

For further processing, you start a workflow via "Step". All further processing steps can be performed useing the workflow (for example assignment to a contact and forwarding as ToDo).