Where is the action import ID and how do I implement it?

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 Hello. I am in the process of trying to import constituent information onto a notepad. I used the "constituent action notepad" import. However, it is asking for an action import ID. what is this? I was hoping to use a constituent ID. Should I be using a different import?

 

Thanks for your help,

Jessica

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  • JoAnn Strommen
    JoAnn Strommen ✭✭✭✭✭
    Ancient Membership Facilitator 4 Name Dropper Photogenic
    Jessica Scalese:

     Hello. I am in the process of trying to import constituent information onto a notepad. I used the "constituent action notepad" import. However, it is asking for an action import ID. what is this? I was hoping to use a constituent ID. Should I be using a different import?

     

    Thanks for your help,

    Jessica

    This is not the same as constit ID.  What it's asking for is the Import ID of the existing action. Are you adding notepad info to existing action or creating new action?  If it's adding you'll need the import id for the action.  If it's a new action, I believe you can create this ID yourself for new actions.  I've done other types of imports but haven't needed an action notepad one but Import user guide lists it as a required field as well as "notepad import ID"

    You may want to check knowledgebase and see if they have a solution on this. 

  • Jessica Scalese:

     Hello. I am in the process of trying to import constituent information onto a notepad. I used the "constituent action notepad" import. However, it is asking for an action import ID. what is this? I was hoping to use a constituent ID. Should I be using a different import?

     

    Thanks for your help,

    Jessica

    Are you certain you want a constituent action notepad? This is a note on an action record. This is not the same as a constituent note which is on the Notes Tab of a constituent record.

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