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Version 1.0
Created: 24 June 2024
Updated: 24 June 2024

How do I Import New Project(s)?

  1. At the desktop site’s navigation bar, go to Import > Project Import.
    Import Project(s) Here: https://system.caction.com/dealupload

    Import Project Step 1

    *Note: You must have access to Import menu to perform this action. Please request permission or help from your admin if you do not have access to the menu.

  2. Click “CUSTOMER SEQUENCE NUMBER” and refer to the Customer sequence number.

    Import Project Step 2

    This is the sample of the Project sequence number Excel file.

    Import Project Step 2a

  3. Click “DOWNLOAD EXCEL TEMPLATE”.

    Import Project Step 3

  4. Fill out the details of the new Projects. Available column fields may differ depending on your company’s system setup.
    a. The details include:
    • Title
    • Description
    • Start date
    • End date
    • Category
    • Status
    • Assign
    • View
    • Depart assign
    • Depart view
    • Customer Seq No

    *Note: Please include + and the international code for the phone number’s country followed by the phone number itself. Eg: +60122780122; +60358805110.

    Import Project Step 4

  5. Make sure all the information of the Projects is correct and save the file.

    Import Project Step 5

  6. Go back to the Project import page and choose the correct file by clicking “Choose File” to import.

    Import Project Step 6

  7. Make sure the file uploaded is correct.

    Import Project Step 7

  8. Click on the “SUBMIT” button.

    Import Project Step 8

  9. Your items are successfully added when the “Records Added” prompt appears

    Import Project Step 9




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