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4.5. Import interactions
Your RubiCRM allows you to import interactions for records.
The RubiBaseInteractions Excel file requires - at a minimum - the CompanyID and ContactGUID for the individual Contact that the interaction should be assigned to.
These values can be obtained either directly from a record in RubiCRM, or (preferred) via a report. Make sure to include the ID and ContactGUID as Output options in your report.
The values you wish to use when bulk creating your interactions should be pasted into the RubiBaseInteractions Excel file and then saved.
The following values can also be supplied via the Excel file:
Service - This is the Interaction Service being assigned to the interaction and must be an exact match to an existing Service in your RubiCRM
Outcome - This is the Interaction Outcome being assigned to the interaction and must be an exact match to an existing Outcome in your RubiCRM
Method - This is the Interaction Method being assigned to the interaction and must be an exact match to an existing Method in your RubiCRM
UserName - This is the name of the user that the interactions will be assigned to the interaction. Must be an exact match to an existing user in your RubiCRM
InteractionDate - This is the date that will be tagged to the interaction when created
Notes - Any short, plain text, notes that will be attached to the interaction.
If your interactions will all be allocated the same options above then leave the columns blank in the Excel file and choose from the section in RubiCRM.