How to migrate Closed (Won or Lost) Opportunities?
Introduction In this blog I have explained how to migrate historical Closed (Won or Lost) Opportunities. Solution We will use comma separated (CSV) file as import file. Here are some important things you need to consider: Get your import file ready: Make sure your data is as complete and accurate when you create the import file. Make sure that the import file has “Status” & “Status Reason” fields information. Format of your date and crm environment should be same: make sure that “Source” and “Target” date formats are same. Because if “Source” system format is different than “Target” then system will throw an error. To check it, go to Settings > Data Management > Imports. Click on Setting icon at top right side of the import page. Select Options. Check your date format and crm environment date format are same or not, if it is not change it select your date format. Step by Step Go to Settings > Data Management > Imports. On the command ...