Bulk Transfer Tasks

If you have a lot of tasks that you want to transfer to different users, then you may benefit from using the Dataloader functionality to upload a file of the transfers you wish to perform and allowing the Dataloader to do this for you. We recommend that the first time you use this functionality, you use a small file with a couple of tasks so you can test out the functionality and make sure you are happy with it. Once you are happy, then you can upload a larger file containing all the tasks you wish to transfer.

You will need to make sure your user has permission to use the "Tasks Transfer" Dataloader type by checking Settings > Edit User. Once you are setup, you can access the functionality by clicking the Dataloader link and using your normal Accelerate credentials.

You will need to prepare a CSV file of the task id's that you wish to merge. The email address of the user, as used in Accelerate, should be in the first column, followed by a list of task ids that should be transferred to that user (task ID's can be found in the Tasks Dynamic Report report by going to Reports > Tasks) e.g.

This CSV file would transfer task ids 123456, 124567 and 982304 to the user with the email address anne@example.com, task 34562 to the user with the email address betty@example.com, and tasks 112233 and 334455 to the user with the email address chris@example.com. It would perform each of these transfers in turn, so 123456 would be transferred first and then 124567. The file should only contain this information, it should not contain headers and the email address should be exactly as used within the Accelerate application. The file can either contain one opportunity per line or multiple opportunities on the same line, as in the example above. So in the example above, we could have produced a file with one task per line which would do the exact same thing e.g.

Once you have prepared your CSV file, go to your Dataloader and login with your Accelerate credentials. Select 'Tasks Transfer as the Data Type and choose the file you wish to upload, then click “Next”:

You will then be presented with a preview of the data uploaded from the file, you should confirm that the data looks correct and the count of records matches the file to ensure that the file was uploaded as expected.

Clicking Confirm will perform all the transfers. You will see a thank you page and the processing will happen in the background. Once you see the thank you page, you are free to upload another file or close the tab, you will receive an email when the transfers have finished. This email will provide details of how many records were successful and if there were any errors, details of which opportunities had an error and what that error was.