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bkmmspbkmmsp 

Insert TASKS using Excel Connector

I originally posted this on the VB and Office list but received no response.  Did not know this forum was here....
 
I am having no luck inserting Tasks via the Excel Connector.  Can someone advise if it is just not possible?
 
I have a professional Account and have successfully used Excel Connector for a lot tables but cannot get it to work on tasks.  I literally queried the table, cut and pasted an actual task, changed the date, and put new in the ID field and attempted an insert.  I always get this error:
 
Salesforce Create()
invalid range, missing data type,  or other error,
Type is: Task
The current field definition for "CreatedById" requires a value to be set
 
Things I have tried:
User the actual UserRecordID data in place of just the Alias
Removing the Account ID data
Changing the default "Created By ID" to the referenced "CreatedByID"
And just about every other permutation of variables associated with the created by id field.
 
HELP!  Am I just barking up the wrong tree - is it not possible?
 
Thanks for any help!
 
BKM
bradgrossbradgross
Have you tried inserting a user's (preferrably yours) user record ID into the column "created by ID" when uploading the task?
Scot.ax122Scot.ax122
It appears that the error message is misleading ... since the inserts will work if you don't provide values for this field...

You shouldn't be able to set the value for the CreatedById on insert, since it is a read-only field which is maintained by salesforce.  It certainly should not require a value to be set!

I found that the cure is to either:
    1) remove the fields CreatedById and LastModifiedById (which has the same problem) from the spreadsheet, or
    2) blank them out in the records you're inserting.

Scot
roeyleeroeylee
Option 1) worked for me. Thanks!
jgilleyjgilley

I took out the column from the spreadsheet and now the task rows are inserted without that error message.  Great.  Except, I want the inserted tasks to have a reminder on them, and they are inserted without the reminder.  Anyone know how to get a reminder associated to the inserted task?
DeanDVDeanDV

You should have a field available called 'Reminder Set' in which you can enter true or false, there should also be a field called 'Reminder Date/Time' and for me has to be entered in the following format 10/19/2012  09:00:00

 

If you aren't seeing these you might be on an old version of the Connector, download the latest version and both should be available to you.