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Topics#Data ManagementQuestion de Victoria Hood
Victoria Hood (ThisWay Global) a posé une question dans #Data Management
25 janv. 2021, 20:12

Bulk Import Opportunities to Existing Accounts

We are trying to import over 4,000 Opportunities to existing Accounts. However, neither of the data loading tools we tried (Data Loader and Data Import Wizard) seem to be capable of importing to the Opportunity object, and if so, they do it partially at best but don't seem to import any of the most crucial fields. 

 

Has anyone had any experience with this? The fields in our CSV we're trying to import are: 

 

Account ID, Account Name, Opportunity Name, Type, Opportunity Channel, Lead Source, Opportunity Value, Close Date, Stage, Probability (%), Opportunity Owner, Opportunity Owner Alias

 

Ideally we would be able to import all of these opportunities with all of these fields. 
14 réponses
  1. Steve Molis (You Owe Me a Beer, Inc.)
    25 janv. 2021, 21:10
    Are you getting an error when you try to use the Dataloader?  The Dataloader and DataloaderIO write out an error file that shows why the record was rejected
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