Importing Activity Codes

You can import files of Activity Codes. You can update the Activity Code table with a spreadsheet or other file. You specify whether the file replaces the Activity Code list, or is added to it.

Creating a list of Activity Codes

The file you create to import must:

Example of an Activity Code list created in Notepad

Example of an Activity Code list created in Excel

 

To import a list of Activity Codes

  1. Click the Contact Center heading and click the Activity Codes link.

    The Activity Codes page appears.

  2. Click the Import button.

    The Importing Activity Codes page appears.

  3. In the Load Activity Code From box, enter the path of the file you want to import

    or

    click the Browse button and locate the file.

  4. Choose the Append option if you want to add the list of Activity Codes to your existing Activity Codes, and select the Replace Duplicate Codes check box if you want to replace any duplicates in the Activity Code table with the new values in your list,

    or

    choose the Replace All Codes option if you want to replace your table of Activity Codes with the new list.

  5. Click the Submit button.

    If you chose to replace all codes, a message appears that asks you to confirm that you want to replace all the Activity Codes in the table. Click the Yes button.