Create your activities in Cadulis

Creation

In the activity type configuration, you must have checked Can be created manually.

The required information during creation depends on your configuration:

• client required? (modifiable on the activity type)
• fields on the activity form
• Possibly additional information such as a parent activity, an authorized assignee, etc.

Manual Creation

Of course, the first way to create an activity in Cadulis is to click on the Create an activity button.

This button is available on a client’s profile, on the homepage, etc.

.csv Import

In Activities then Import activities, you can import a .csv file to bulk create your activities.

The page provides a list of available columns. If you add an unexpected column, Cadulis saves it as an additional data field in your activity. You will then just need to create a field with this code to retrieve your values in the application and in your exports.

Here are the “standard” columns for the CSV. None are required.

• row_type
• id (Cadulis reference)
• intervention_type_id
• intervention_type_reference
• business_unit_id
• business_unit_search_code
• reference (yours)
• status (pending,canceled,terminated)
• title
• scheduled_start_at
• scheduled_end_at
• address
• address_additional
• appointment (ISO 8601)
• duration (seconds)
• comment
• accounting.billable
• accounting.billable_amount
• accounting.billable_transmitted
• accounting.billed
• accounting.billed_amount
• accounting.billed_pieces
• accounting.payment_sent
• accounting.payment_sent_amount
• accounting.invoiceable
• accounting.invoiceable_amount
• accounting.invoiceable_transmitted
• accounting.invoiced
• accounting.invoiced_amount
• accounting.invoiced_pieces
• accounting.payment_received
• accounting.payment_received_amount
• financial.manual_price
• financial.manual_cost
• assignee_email
• report.status
• report.comment
• start_at
• end_at
• cancel_reason
• cancel_details

If the activity type requires a client:

• customer.reference
• customer.type (individual, company)
• customer.name
• customer.address
• customer.address_additional
• customer.mobile
• customer.phone
• customer.email
• customer.comment

(If the client with the reference does not exist, it will be created.)

Other columns (see exclusions below) are added to the intervention as “additional data” if they are not declared as custom fields, or in the corresponding field if declared.

The following columns will be ignored (reserved keywords):

• intervention_type_business_provider
• intervention_type_category
• intervention_type_label_info
• intervention_type_name
• business_unit_name
• status_complete
• created_at
• report_at
• user_report
• intermediate_report_at
• intermediate_user_report
• assigned_user
• custom_status1
• custom_status2
• custom_status3
• custom_status4
• custom_status5
• custom_status6
• user_in_charge
• intervention_container_id