Importing New Records - Ask Actions
Follow the steps for Importing New Records

Field Required Type Sample Values Notes
Contact_Ask_Id No Identifier "123" Unique identifier for the contact ask
Action_Type No, if Action_Description is provided Identifier "1" Must match an existing valid action type in the database. Can be found in DAT Query
Action_Description No, if Action_Type is provided Lookup "Follow Up Call" Used if Action_Type is not provided. Must match an existing action description in the database
Action_Scheduled_Date Yes Date "2024/12/20" Scheduled date for the action in a valid date format
School_Id Yes Identifier "1" Must match an existing valid school division ID
Lookup_Contact_Id No Lookup "456" Must match an existing valid contact ID
Lookup_Contact_Indicator No Lookup "Primary" Indicates the type of contact (e.g., Primary, Secondary, etc)
Lookup_Contact_Published_Name No Lookup "John Doe" Must match the published name in the contact list
Lookup_Ask_Date No Lookup "2024/12/20" Must be a valid date that matches the ask date
Lookup_Ask_Amount No Lookup "500.00" Must be a valid monetary that matches the amount for the ask
Lookup_Solicitor_Id No Lookup "789" Must reference a valid solicitor ID
Lookup_Solicitor_Indicator No Lookup "Primary" Indicates the type of solicitor (must be Primary or Secondary)
Lookup_Campaign_Desc No Lookup "Annual Campaign" Description of the campaign. Must match an existing campaign description in the database
Action_Comment No Text "Urgent follow-up needed" Comments or notes (255 characters max)
Action_Method No Datasource Data "Email", "Phone" Must match an existing valid contact ask method. See Ask Track Action for more details
Action_Location No Datasource Data "Office", "Online" Must match an existing valid contact ask location. See Ask Track Action for more details
Assigned_To_User_Name No Lookup "jdoe" Must match an existing valid user with Development roles in the database
Action_Completed_Date No Date "2024/12/25" Completion date. Must be in a valid date format if specified
Action_Track_Name No Datasource Data "3-5 Year Plan" Track name. Must match an existing ask track for the donor ask
Person_Type No Datasource Data "Student", "Inquiry" Must be "Student" or "Inquiry". Case-sensitive validation is applied
Person_Id No Identifier "123" Determined by Person_First_Name, Person_Last_Name, and Person_Birthdate if not specified
Person_First_Name No Lookup "John" Used to determine connected Person_Id. Must match an existing valid person first name in the database
Person_Last_Name No Lookup "Doe" Used to determine connected Person_Id. Must match an existing valid person last name in the database
Person_Birthdate No Lookup "2001/07/01" Used to determine connected Person_Id. Must match an existing valid person birthdate in the database

Schedule Demo
Please, make sure that all required fields (marked with *) are completed.
    School Name *
    Relation to School *
    select
    Last Name *
    Your First Name *
    Your Email *
    Your Phone # *
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