Followup Tasks (Full Update)
File Naming Convention
TGEN_followupTasks_fullupdate_2025-08_<optionalSuffix>.csv
importType:fullupdateapiVersion:2025-08
Columns
| Column Header | Description | Type | Required |
|---|---|---|---|
externalId | External ID of the followupTask | string | No |
title | Title of the task | string | Yes |
description | Description of the task | string | No |
status | Status of this follow up | string | Yes |
assignedEmployee | Employee to whom this task is assigned | string | No |
assignedByEmployee | Employee who assigned this task | string | No |
createdByEmployee | Employee who created this task | string | No |
customer | Customer associated with this task | string | No |
store | Store to which this task belongs - required if assignedEmployee is not supplied. | string | Yes |
campaign | Campaign to which this task belongs. | string | No |
taskType | Type of followup, see crm/taskTypes API | string | Yes |
dateDue | Datetime of when the followup task is due in Z-normalized RFC3339 format | string | Yes |
Sample CSV
See the following followupTasks CSV sample file.