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're comfortable, then you can upload a larger file containing all the tasks you wish to transfer.
Info: Before You Start, you will need to make sure the user has permission to use the "Tasks Transfer" Dataloader type by checking Settings > Edit User.
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.
[email protected],123456,124567,982304
[email protected],34562
[email protected],112233,334455
This CSV file would transfer task ids 123456, 124567 and 982304 to the user with the email address [email protected], task 34562 to the user with the email address [email protected], and tasks 112233 and 334455 to the user with the email address [email protected]. 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.
[email protected],123456
[email protected],124567
[email protected],982304
[email protected],34562
[email protected],112233
[email protected],334455
Once you have prepared your CSV file, go to https://dataloader.quotevineapp.com and login with your Accelerate credentials.
Select 'Tasks Transfer as the Data Type and click 'Next'.
Choose who should get a notification after the upload.
Select the file you wish to upload and click 'Upload'.
A preview of the data uploaded from the file will be presented.
Click "Confirm" to start the transfers.
Once a task transfer file has been processed, it is very difficult to undo. Therefore, please double check that your file is correct. There is validation in place to check that the task and user exist and that the task is not complete, however if you mistype something then it might still find a task or user and the results will be different to expected.
We recommend using the task report to generate the list of tasks with their associated id.