SA – ST – Custom Import – Employer Contact Log

In this lesson, you will learn how to:

• Import employer contact history into TEAMS using the Custom Import feature

• Understand how contact logs record phone calls, emails, meetings, and follow-ups

• Use the Employer Contact Logs Excel Guide to prepare a valid CSV file

• Apply mandatory rules for Employer Code, Log Type, and Log Date

• Ensure Log Types match values configured in User Codes

• Upload and map Employer Contact Log fields correctly

• Import contact logs as new transactional records

• Review success, warning, and error files after import

• Validate imported contact logs within the Employer record

This lesson ensures employer communication history is accurate, consistent, and ready for employer management and reporting.

IMPORTANT: At the end of this lesson, you will need to complete the quiz before moving on to the next lesson.