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Errors on Phone Call Import - Reference Keys
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
0