1 answer
Hi Laurie,
You should be able to do it using Data Loader.
You'll need to include the following information in your file:
WHOID - Sets whether the task is associated to a Contact or a Lead.
WHATID - Associates the task with an Opportunity or an Account. Note: It isn't possible to set a value for the WHATID field value if your WHOID is a Lead Record.
OWNERID - Maps to the "Assigned To" field.
Status - Only include this column when inserting Tasks. Set value to "Completed" for the record to appear under "Activity History."
StartDateTime and EndDateTime - Only include these columns when inserting Events. Events with a Start and End date/time in the past are automatically placed into the "Activity History."
Important: These fields require specific formatting as outlined in our "Date and Date/Time value format" documentation. Also, review the special considerations for each field in our Event Object Documentation.
Subject (and optionally Description) - For a full list of available fields, see our SOAP API Developer Guide Event Object documentation and Task Object documentation.
For all of the previous relationships you must use the unique record Id to make a successful association. Because a lookup relationship is being created, simply inputting the record name will not work. You can get the Ids of the associated records by running and then exporting a report that included the Record Id column.
Use this help article to guide you through it: https://help.salesforce.com/articleView?id=000005178&language=en_US&type=1
I always do a data update in a sandbox before doing it in production to make sure it works as I expect.
