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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

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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. 

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  • Suggested answer
    Nya Profile Picture
    Nya 29,064 on at

    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)

  • Suggested answer
    Nya Profile Picture
    Nya 29,064 on at

    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.

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