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Import Scenario for CR Activities linked with Related Entities

This page is for MYOB Advanced consultants

Check all changes in a test environment before taking them live. Make sure all related features still work as expected and that your data is unaffected.

This knowledge base article provides you with an import scenario that you can use to import Activities (CR Activities) that can also be linked with Related Entities (for when you would like to attach the activities against an entity, such as a business account, lead, or an AR Invoice/Memo etc.

Build 2021.117.400.6951 [21.117.0037] onward.

Please see the attached import scenario, and the sample data template. CRImportActivitiesTemplate.xlsx CR306010-ImportCRActivities.xml

In the data template, there is a field called Type ID. To be able to get the Type ID, please go to the Activity Types screen:

 

In the example below, we’ll be importing CR Activities that will be linked to an AR Invoice. The data to be imported is as below:

 

This is the result of the import after the import scenario is run:

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