How do I import Notes, Tasks, Events or Calls and associate it to other records?

How do I import Notes, Tasks, Events or Calls and associate it to other records?

You can import Notes, Tasks, Events, and Calls using the Migrate Data from other CRM feature. While importing, you may have to associate the imported notes, tasks, events or calls with other records in CRM. In order to do so, you need to have the Related IDs of the records to which you want to associate.Related ID is a unique ID for all the records in CRM. If you export the records from CRM, you can get the IDs of the individual records and use it.

For instance, you want to import notes that are related to some leads. In that case, you need to do the following:

  • Export the leads to get their Related IDs. 
  • Include the Related IDs of the leads in your import file to associate the notes with the leads.
Note:
  • In CRM, notes are associated to other records (contacts, leads, etc.). Hence, while importing them you need to have the Related IDs to associate the notes to other records.
  • On the other hand, Tasks and Events need not always be associated to other records. Hence, you can import them without the Related IDs but in order to associate the tasks and events to other records (contacts, leads, etc.) you need to have the Related IDs in the import file.

    • Related Articles

    • How do I import Tasks or Events and associate it to other records?

      You can import Tasks, Events and Calls only by using the Migrate Data from other CRM feature. While importing, you may also have to associate the imported tasks, events or calls with other records in CRM and assign them to different users. See ...

    • Associate calls with CRM records

      Click the Leads or Clients tab. Select the record for which you want to log a call. In the [Record] Details page, the existing call details, if any, are displayed. Click Subject, Activity Type, Status, Due Date or Owner Name links to sort the display ...

    • How to import Tasks and Events?

      Scenario 1:Tasks/Events related to other CRM records: Currently, you cannot import tasks and events related to other CRM records from the Activities module. However, you can import these records from Setup > Data Administration > Migrate from other ...

    • Associate Related Records

      You can create and associate the following to the various records from your iPhone: In Leads: Events, Tasks, Notes, Calls, Attachments In Accounts: Events, Tasks, Notes, Calls, Contacts, Potentials, Attachments In Contacts: Events, Tasks, Notes, ...

    • How to associate campaign with other records?

      To associate campaign with other records follow the steps below: Go to the "Campaigns" tab and select the campaign. In the <Campaign Name> page, update the following details: Open Activities: To add tasks and events. Closed Activities: To display the ...