Field Name Data Type Character Limit

id Alpha Numeric 60
title Alpha Numeric 100
transactionHandle List List
assignedRef List List
startDate Date mm/dd/yyyy
dueDate Date mm/dd/yyyy
priorityRef List List
statusRef List List
accessLevel Boolean TRUE/FALSE
taskOwnerRef List List
sendEmail Boolean TRUE/FALSE
messageText Alpha Numeric 4000
companyLine_companyHandle LIST LIST
companyLine_contactHandle LIST LIST
id title
External ID Title

Enter a Title for this task. This is also

used as the subject line of the e-mail
sent to the assignee if Send e-mail box
Enter Task backend's unique identifier is checked.
Alpha Numeric Alpha Numeric
Sting Max Size 60 String Max Size 100

TK-1154 Demo Task

All Fields marked in RED are mandatory

transactionHandle assignedRef
Opportunity ID/Opportunity Identifier Assigned To

This is a reference to an Opportunity

record that must exist in your account This is a reference to an Employee
prior to import. NOTE: You can use record that must exist in your
Opportunity ID account prior to import.
List List
List List

Employee ID
startDate dueDate
Start Date Due Date

Enter the Start date of the Task. Date
should be entered in the format that is
supported by your account (Setup >
Company > General Preferences).
Date
mm/dd/yyyy
Enter the Due date of the Task. Date
should be entered in the format that is
supported by your account (Setup >
Company > General Preferences).
Date
mm/dd/yyyy

4/17/2009 4/17/2009
priorityRef statusRef
Priority Status

This is a reference to a Status

record that must exist in your
This is a reference to a Priority account prior to import. Example
record that exists in your account. values: In Progress, Completed or
Valid values are: Low, Medium or Not
High. Started.
List List
List List

Medium In Progress
accessLevel taskOwnerRef
Private Task Owner

Enter TRUE if this is a private task

NOTE: Private task can only be viewed
/ updated by the employee who is the
owner or assignee of the task.
Boolean
TRUE/FALSE
This is a reference to an Employee
record that must exist in your
account prior to import.
List
List

0 EmployeeID
sendEmail messageText
Send Email Notes

Enter TRUE if you want to send a

notification e-mail to the
assigned employee Enter the Description of this Task
Boolean Alpha Numeric
TRUE/FALSE String Max Size 4000

0
companyLine_companyHandle companyLine_contactHandle
Company Contact

This is a reference to a
company/customer record associated to
this task. If the company/customer is a
child customer, provide the entire parent-
child hierarchy in the format Parent This is a reference to a Contact record associated to
CustomerID : Child CustomerID. NOTE: To this task.
reference a company/customer record you To reference a Contact record, specify the value in the
can enter the company/customer ID. form CustomerID : ContactID
LIST LIST
LIST LIST

Parent Customer ID : Child Customer ID Parent Customer ID : Child Customer ID : Contact ID

custom:Name of the field(Label of the field) custom:Name of the field(Label of the field)
Name of the field(Label of the field) Name of the field(Label of the field)

This field is used to import custom field values

which must be created prior to data import.
Please add more Columns to the right in case
This field is used to import custom field values you have more than two custom fields to
which must be created prior to data import. import data for.