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shaik 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.
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
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Quickfind>>>Data Import Wizard>>>Launch wizard>>click choose data to import>>Drag and drop the files
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 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.
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.