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Jason KrutaJason Kruta 

Reports and Dashboards Specialist Superbadge -- How to import Opportunities?

Hello,

I'm trying to import the data in order to proceed with the superbadge, but I'm stuck on trying to import the opportunities. I'm using Data Loader and am stuck at this step:

Data loader

What do I map to the column headers "Account Name" and "Opportunity Name"? All combinations of things I have tried have resulted in errors when importing.

Thanks!
Nissam PSNissam PS
Hi Jason,

You can't load both Account and Contacts through dataloader at the same time, please use data import wizard from Setup-->Data Management--> Data Import Wizard.

Thanks!
Jason KrutaJason Kruta
Hi Nissam,

Correct me if I'm wrong, but I thought you can't import opportunities through the Data Import Wizard.

Let me know if I'm missing something.

Thanks,
Jason
Jason KrutaJason Kruta
(I've already imported Accounts and Contacts from the first tab in the Excel file, I am now trying to import the Opportunities in the second tab)
Nissam PSNissam PS

My apologies, I should have read your question once again before answering.

Please follow the steps

  1. Extract report from account including Record Id and Account Name into an Excel
  2. Perform a vlookup on opportunity input file with extracted sheet to get the account Id for each account name specified in opportunity input file.
  3. Now your opportunity input file should have accountId and using the data loader match this to accountId.
Now my mapping should be like this.

User-added image

Let me know if this works for you!!