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shaik rizwanshaik rizwan 

Got stuked in 1st challenge "Import survey and opportunity data"

Can any one say the steps to complete.I first downloaded the sandits import file.then using data loader io i have imported the csv file from then Iam getting very much confuesed.and there is no field called last name in csv file.and which object should i choose to import the file.how many csv files should i create to import.shoul i divide account and contacts in different csv files.
Best Answer chosen by shaik rizwan
shaik rizwanshaik rizwan
After making many changes.Finally I have solved the 1st Challenge of Reports and dash board Specialist.
I have added all those csv files separetly 1.copy Accounts from sandita import file  into new csv and save it.
                                                             2.copy Contacts from sandita import file  into new csv and save it.
                                                             3.copy opportunities from sanditas import file into new csv and save it.
                                                             4.copy hobby from sanditas import file into new csv and save it.
                                                             5.copy contact hobby from sanditas import file into new csv and save it.
Then upload all this csv files individually by data loader.io and run them

All Answers

Naveen DhanarajNaveen Dhanaraj
open the sanditas import file and save as .csv file to upload
Naveen DhanarajNaveen Dhanaraj
Downloaded files is not the csv file ,so you have to convert to .csv file

If it helps mark BEST ANSWER
shaik rizwanshaik rizwan
yupp i have saved it as .csv file
shaik rizwanshaik rizwan
yeah i have already converted the file into csv formate tell me the next step.i opened data loader.io then i selected new task then imort.in import what should i have to select.I have selected upsert then which object should i need to selct to upload  my csv file.
 
Naveen DhanarajNaveen Dhanaraj
can you post the screen shot ...what error you are getting
 
shaik rizwanshaik rizwan
User-added image
Naveen DhanarajNaveen Dhanaraj
You can also upload it thorough Data Import Wizard.
Quickfind>>>Data Import Wizard>>>Launch wizard>>click choose data to import>>Drag and drop the files
User-added image
shaik rizwanshaik rizwan
I know we can use Data Import Wizard i need to know about my particular challenge.how can we acheive. if u have done that tell me how have you done.If it would described in steps it would be most usefull.
shaik rizwanshaik rizwan
After making many changes.Finally I have solved the 1st Challenge of Reports and dash board Specialist.
I have added all those csv files separetly 1.copy Accounts from sandita import file  into new csv and save it.
                                                             2.copy Contacts from sandita import file  into new csv and save it.
                                                             3.copy opportunities from sanditas import file into new csv and save it.
                                                             4.copy hobby from sanditas import file into new csv and save it.
                                                             5.copy contact hobby from sanditas import file into new csv and save it.
Then upload all this csv files individually by data loader.io and run them
This was selected as the best answer
bill green 8bill green 8
THE ANSWER!!

This is how you set it to accept the right insert.  It does not require any changes to the data other than breaking it into it's own CSV format.
sivaji seela 4sivaji seela 4
csv file
Oleksandra Lukavetska 4Oleksandra Lukavetska 4
Hi there,

In case the question is still relevant for you or other users, I'll drop my suggestion here.  
So, my advice is to avoid tedious tasks, import CRM data with no hassles and keep more time for other important things. 
Automated CRM migration service Data2CRM can provide full data transfer in an automated way as well as switch its part. Anyway, you will get quality migration with relations between modules and with no data loss.

Take a look at Data2CRM at StackExchange
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EjVSuUAN

Hope, my advice is useful to you.
Best Regards.  
Olivia wildeOlivia wilde
MyCfaVisit.Blog Survey Website (https://www.mycfavisit.blog/) helps a lot to get a free sandwich after finishing the survey.