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Errors on Phone Call Import - Reference Keys

edited Dec 3, 2019 1:13PM in Account Administration

We are a company who makes automated phone calls. Our Billing Dept. is using an internal account on our own system to automated collections calls for customers who are X days past due. To keep records of which customers/numbers were called and the results of the call, they want to set up a CSV import to create a Completed Phone Call.

Simple enough, except that I am having difficulty getting the record to attach to both the Customer and reference the Invoice.

These are my data fields and sample data:
Group #:   212224
Subject:   60+ Days Past Due Call
Organizer:   Mader, Christy J

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