Product: ImportOmatic
Description: How to import a solicitor to action records
Environment: All
Versions: All

Answer: 

You will need either the solicitor's constituent ID or RE User Name. This will be mapped to Record Type = Action and Value Type = Solicitor Constit ID or RE User Name.

You can also use the solicitor's system ID. This will be mapped to Record Type = Action and Value Type = Solicitor System ID.

Refer to the ImportOmatic User Guide for additional information.