Importing Tasks with Dataloader.io

The example below can be used for a test import with dataloader.io from MuleSoft.  If you do not have a User, Account or Contact with the values in the example, simply change the values to the names of a User, Account and Contact that are in your org. To use this example for a test import, copy and paste the values below into an Excel or Numbers worksheet then save it as a .csv file.
 

Now that we have a test .csv file, let's start by importing the Task!

1. To import your Tasks using dataloader.io, begin by going to https://dataloader.io/ 
2. Click Login with Salesforce
3. Select production Environment and use your Starter credentials to login
4. Click New Task on the top-left corner of the screen
5. Select Import
6. Ensure Insert is selected in the Operation section
7. Search for Task in the Object section
8. Select Task in the Object section
9. Click the Next button
10. Upload your .csv file
11. Map your Due Date .csv column to the Due Date Only field
12. Map your Subject .csv column to the Subject field
13. Map your Assigned To .csv column to the Assigned To ID field
14. Click the Lookup Via checkbox under Assigned To ID
15. Select Full Name in the dropdown field
16. Map your Contact .csv column to the Name ID field
17. Click the Lookup Via checkbox under Name ID
18. Select Contact and Full Name in the dropdown fields
19. Map your Account .csv column to the Related To ID field
20. Click the Lookup Via checkbox under Related To ID
21. Select Account and Account Name in the dropdown fields
22. Map your Status .csv column to the Status field
23. Map your Priority .csv column to the Priority field
24. Map your Task Subtype .csv column to the Task Subtype field
25. Click the Next button
26. If the edition of Salesforce that you are using is the Starter edition, ensure that the option for API Mode has 'Use Batch API with 200 records per request' selected
27. Click the Save & Run button
28. Click the Run button in the pop-up window

Once your import is completed, you can login to your Salesforce org to confirm:

1. Your Task was successfully imported and appears as a call
2. Your Task is related to the correct Account
3. Your Task is related to the correct Contact

After confirming that the import worked as expected, you are ready to use your .csv file instead of the example .csv file from above! 

For more information on importing using dataloader.io from MuleSoft and the features found in this Knowledge Article, please review the following resources:

1. Importing into Salesforce 
2. Using Import Lookups  
3. Dataloader.io Free 
4. Contact dataloader.io support team