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Hello,

My task import process is only creating one record. Leading me to believe it is overwriting the record instead of creating multiple lines. I have attached an export of my import scenario as well as a screenshot below. Is there something I am doing wrong for this process? I have interchanged Subject!Subject and Summary and the results do not differ.


Thanks,

Tyler

Hi @temberson 

Please try again with the xml file I have attached.

 

Best Regards,

NNT


Hi NHT,

The tasks import successfully but are missing the related entity and the owner. 
I have been trying to use this attached import scenario as well with no luck. 

Thank you,
Tyler


@temberson 

Here is the mapping we have in sales demo data.

Please use this as a guideline and see if changes are needed in your scenario mapping.

Ed


@temberson 

Minor correction … 

 

Ed

 


Thanks Ed and NHT! I was able to make it work with some modification to the base template. This is what I ended up with: 
 


And as a note for the Owner field, I needed to relate it to the Employee DefContactID and not the EmployeeID
 

 


I had a similar problem with the Task Import Scenario. My import would process all the records but only the last row would actually import. I discovered changing the action line from <Action: Save> to <Action: Save & Close> fixed the issue.

 

Below is the Import mapping that I had success with:

 

 


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