Yet another person who wants to import tasks!

[sc123]

I've searched the forums and found a dozen or more threads asking how to import tasks, most unanswered. How can this be accomplished? I have a csv file full of tasks and I'm using Sugar 4.5.1b on linux. Sugar is useless if I can't import my tasks!

Thanks,
SC

[roblaus]

Hi,

There is no direct way but with phpmyadmin it should work easily. If you have to do it on a permanent basis (say daily) then use Jitterbit or similar.

Do your tasks have any other connections than "assigned_to" e.g. like contact, account or opportunity? And does your csv file provide these connections - say the UIDs of yor users, accounts, contacts, opportunities?

rgds
rl

[sc123]

It would only be a one time import. Each task in my old system was assigned to a user, had a category, an owner, location, date/time, and notes amount a few other minor things. I would need to be able to import those fields in. Are there import templates or anything available?
Thanks,
SC

[roblaus]

This is an example (4.5.1c). Get your user IDs from Sugar, paste them into your file and then set up your csv so that it reflects the structure below. Paste it replacing my data. Then run this as simple query

INSERT INTO `tasks` (`id`, `date_entered`, `date_modified`, `assigned_user_id`, `modified_user_id`, `created_by`, `name`, `status`, `date_due_flag`, `date_due`, `time_due`, `date_start_flag`, `date_start`, `time_start`, `parent_type`, `parent_id`, `contact_id`, `priority`, `description`, `deleted`) VALUES

('8ad806b4-eef9-6333-1e38-46262547113a', '2007-04-18 14:02:48', '2007-04-18 14:02:48', '59e9acbd-7929-9acd-48a9-4575dd46219d', '59e9acbd-7929-9acd-48a9-4575dd46219d', '59e9acbd-7929-9acd-48a9-4575dd46219d', 'expect email from unknown to Zsolti', 'Not Started', 'off', '2007-04-23', '10:00:00', 'off', NULL, NULL, 'Accounts', NULL, NULL, 'Medium', 'Zsolti spoke to him, needs no acc. but stock, invoicing, probably production. Will send email to Zsolt.\r\n\r\nNothing known about company, size, industry and budget.', 0),

('30c04957-5a07-8088-4655-46247e328d07', '2007-04-17 07:57:59', '2007-04-19 12:15:10', '59e9acbd-7929-9acd-48a9-4575dd46219d', '59e9acbd-7929-9acd-48a9-4575dd46219d', '59e9acbd-7929-9acd-48a9-4575dd46219d', 'send email with presentation and price offering, f', 'Completed', 'off', '2007-04-18', '10:00:00', 'off', NULL, NULL, 'Opportunities', 'ea6f7ae6-ff6c-9229-6c6d-461f6e6e712e', 'f334cfe9-e8c5-7dd9-88ee-461f6b693521', 'Medium', NULL, 0);

Ask if you have any further questions

rgds
rl

[jabhawk]

I have been reading the posts for loading tasks into the system but I have not seen where anyone assigns the "id" value of each note record. This looks to be a unique string so it would have to be auto-assigned or assigned by a function.

I need to load, on a regular basis, a history of activity that will be provided to me from external sources. I will do all the formatting and linking before the CSV file is built but I need to know how to assign the correct Id to a new record.

Jon Black
www.hawkswing.com

[tbladecki]

I can assist you with the import, the best way that i have found to do it is directly to the DB, in order to do it you must understand the DB structure or the DB will be rendered useless. Please contact me via PM and we can discuss the solution

[SugarDev.net]

Sugar's ID is not unique to Sugar, but rather a general approach to unique IDs called UUID.

You can use the MySQL function UUID() to generate the IDs. See also the mysql docs.