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How to configure the activities importer template


Anindita Basu    Evangeline Philip    Feedback

You can't configure the import template for activities. You can, however, change the column labels of the import file.

activity upload file

How to

  1. Log in to the Vymo web app and click the gear icon in the upper-right corner of the screen.
  2. In Global Settings section, click JSON Configurations.
  3. Go to the Activity Importer Config > activityImporterColumnMappings object. These are the standard parameters for all activities. Change the labels as needed.
  4. In User Management section, click Activity Management. Click an activity, and go to Actions and fields > Manage fields.
  5. Go to the section containing the fields for the schedule state and the log state. These are the additional parameters for that activity. Change the field labels, as needed.
  6. When done, click the Save button at the top right.
  7. Click Save. You see a message that the changes are now saved as a draft.
  8. In the message box, click Release changes so that you can move the changes permanently to the live configuration and click Yes, Proceed.
  9. To move the changes permanently to the live configuration, click Release changes, and click Yes, Proceed.
  10. Enter the OTP you received in the email, and click Submit. Wait for a while till you see a confirmation message saying the process is complete.
  11. To see the changes, log out and log in again.

See also


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