This article will cover a standard approach to importing project data to Inspire Planner. There are data templates available for download at the bottom of this article which will help you format your data correctly and easily map it during the import process.
There are 3 data tables (objects) that make up a standard project:
In this article, we will use the Salesforce Data Loader to import your data. If you do not already have the tool, you can download here: https://help.salesforce.com/articleView?id=loader_install_general.htm&type=5
It is recommended that you temporarily disable riggers within Inspire Planner prior to migrating data. To disable triggers, please see Disable Triggers for Data Migration.
This section will walk you through preparing your data for import.
This section will walk you through how to import your data using Salesforce Data Loader. If you do not already have the tool, you can download here:
The first step is to import your Project data.
Once your Project data has been successfully imported, then it is time to import your Project Task data. Since we need to use the External Project ID to match Project Tasks to Projects, we must use the 'Upsert' function instead of 'Insert'.
If you would like to import Project Task assignment detail (Assigned To column), then you will need to import Salesforce Tasks. These records will assign Project Tasks to Users in Salesforce. Since we need to use the External Project Task ID to match Salesforce Tasks to Project Tasks, we must use the 'Upsert' function instead of 'Insert'.