Updateing Tasks via Data Workbench in C4C

[danijel_jovanovic86]

Hello everyone,

I have a task where I need to do a mass status update of tasks in C4C. I did the following:

Via Data workbench I have downloadad all the tasks that need to be updated in a csv file. Now, as far as I understand I need to use the xlsx template to reupload the tasks with the new status. My question is, which ID do I need to use as the "External Key" since in the downloaded csv file, the External Key field is empty? I tried using the Task number, and the object id as external keys, but every time new tasks were created and the tasks that were already there weren't updated.

Thank you for your help, and sorry if this is a simple question!

Best,

Danijel Jovanovic

[palu · Accepted solution]

Hi,

It is not necessary to use the xlsx file, When you are trying to update.

Steps :

1. Export the file -> Change the data.

2. Go to Import -> Update -> Use the same file.

Regards,

Palani.

[danijel_jovanovic86 · Accepted solution]

Hi Palani,

just as you wrote, I exported the file, changed the data and tried to import the file back.

When I click on upload I get the following error:

"Upload error; data files does not match the selected object". Do I maybe need to something in scoping or fine tunning, in order for this to work?

Best regards,

Danijel

[palu]

Hi,

Did you select the same business object. For Update, You should choose Individual Object and then corresponding Business Object.

Regards,

Palani.

[danijel_jovanovic86]

Hi Palani,

it worked now. The problem first time around was that I didn't choose Invididal Object. Thank you for your input.

Best Regards,

Danijel

[former_member226]

Hello,

The external ID field is only needed for the creation of the data, when associated primary keys like ID or UUID are not present. Since in your case exported data already have ObjectID as well as ID hence you can keep "External Key" as blank and import the file with "Update" option selected in Data Workbench.

BR

[danijel_jovanovic86]

HI Saurabh,

thank you for your reply. It's still not clear to me. If I don't use an ID, how does the system know which Tasks should be updated. I checked the template just now, and I don't see any other IDs that tell the system which Task should be updated.

Best regards,

Danijel

[former_member226]

I am asking you to keep "external ID" as blank but apart from it there are 2 other fields:"ObjectID" and "ID" in CSV which can be basis for finding out which task system has to update!

Let say you want to update visit ID: 3141 with the some new subject then you can use following CSV for update:

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