web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Methods of bulk import...
Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

Methods of bulk importing tasks to accounts

(0) ShareShare
ReportReport
Posted on by bdevendorf

Is there a way to bulk import tasks for several accounts via a CSV upload or API. If so, any details / ideas are appreciated. 

I have the same question (0)
  • Suggested answer
    Nya Profile Picture
    Nya 29,060 on at
    RE: Methods of bulk importing tasks to accounts

    Hi,

    If the issue has been solved, it would be appreciated if you could click "Yes" to verify my answer.

    Image

    If there is any further doubt, please do not hesitate to let me know.

  • Suggested answer
    Nya Profile Picture
    Nya 29,060 on at
    RE: Methods of bulk importing tasks to accounts

    Hi,

    It is recommended to follow the next steps to achieve your request.

    • Download the template of Task by navigating to Advanced Settings > Settings > Data Management > Template for Data Import.

    pastedimage1635932146359v1.png

    • Fill the task information into the template excel file.

    pastedimage1635932212800v2.png

    • Download the Data Import ++ tool in XrmToolBox. Import the file with the tool and set the properties something like the following screenshot.

    pastedimage1635932427399v4.png

    • After setting the above, the tasks can be imported and related to the account.

    pastedimage1635932481077v5.png

    Here is a tutorial about how to use the Data Import ++.

    XrmToolBox Data Import++ Extending Import of data in CRM (d365tips.com)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft
Our Community Code of Conduct has been updated!

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Andrés Arias – Community Spotlight

We are honored to recognize Andrés Arias as our Community Spotlight honoree for…

Congratulations to the August Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Microsoft Dynamics 365 | Integration, Dataverse, and general topics

#1
DAnny3211 Profile Picture

DAnny3211 239

#2
CU21080334-0 Profile Picture

CU21080334-0 161

#3
Abhilash Warrier Profile Picture

Abhilash Warrier 139 Super User 2025 Season 2

Last 30 days Overall leaderboard

Featured topics

Identifying an Org as CDS or Dynamics
Get batch job history log from D365 FO to Power Automate
Gross and Net Weight of Shipments feeding back into Sales Order (from External Source)

Product updates

Dynamics 365 release plans