File Format - Task
Task File Format
The first line of a Task CSV file must be the header row.
A task instance is a group of rows in the CSV file that are sequential and include the same required fields. Data relating to fields specified under Spec.
Spec
The following table shows the accepted CSV columns for the tasks entity. Note that any columns including N denote a dynamic integer. A column specified as Field N signifies that you can use columns Field 1, Field 2, …, Field N to allow for multiple values per record of the given field, similar to an array.
| CSV Header | Data Type | Group | Required | Description |
|---|---|---|---|---|
Task ID | string | Yes | External identifier of the record | |
Title | string | Yes | Title of the Task | |
Description | string | No | Description of the Task | |
Status | string | Yes | Status of the Task | |
Tag | string | Yes | Type of follow-up associated with the Task (e.g., birthday, anniversary, etc.) | |
Task Type | string | Yes | Type of the Task | |
Task Type ID | integerORstring | No | ||
Due Date | string | Yes | Date and time that the Task was due (Z-normalized RFC3339 format) | |
Customer ID | string | Yes | ID of the Customer to whom the Task is related (externalId resolvable) | |
Created By ID | string | No | ID of the Employee who created the Task (externalId resolvable) | |
Assigned By ID | string | No | ID of the Employee who assigned the Task (externalId resolvable) | |
Assigned Employee ID | string | No | ID of the Employee to whom this Task is assigned (externalId resolvable) | |
Store ID | string | No | ID of the Store to which this Task belongs (externalId resolvable) |
Task CSV Example
See the following Task CSV sample files.