How to import tasks that are associated with account?

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  Hi,

  First import the associated accounts and then import the tasks with its regarding field pointing to accounts. Or you could use multi entity imports via a single file. For the second one, have a look at this link.

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  Iranian Dynamics CRM Association | انجمن متخصصان ایرانی

  • Proposed as answer by Payman BiukaghazadehEditor Monday, February 17, 2014 6:37 AM

  Monday, February 17, 2014 5:55 AM

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  Hi,

  Thanks for your replay..

  In my case accounts is already in crm, now i want to import task associated with the accounts. Using import data how can i point the task to account. Can you provide screen shot.

  thanks

  Monday, February 17, 2014 6:27 AM
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  When you select the regarding field to match with a field in XML sheet (b) a new window opens and asks you to match the tasks to an entity. Select the account and account name field as following screenshot:

  

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  Iranian Dynamics CRM Association | انجمن متخصصان ایرانی

  • Marked as answer by Suresh Sorde Monday, February 17, 2014 7:10 AM

  Monday, February 17, 2014 6:36 AM

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  Hi Payman,

  Thank you. 

  Monday, February 17, 2014 7:10 AM