---
schema_version: "1"
id: 0d73dcc739ebd70e9b5cb5fbcf25deab495c60feb910909800cc8173a9784855
title: Migrate Your Opportunities, Tasks, and Events to Essentials from Other Editions
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/essentials_migrate_data_more_objects.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.essentials_migrate_data_more_objects.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ff47f264ca2b3c29ca958cd305d4bf53f1aa5b56de668cf5ad75ded6b6027d93
description: Use reports to set up your opportunities, tasks, and events for import into Salesforce Essentials.
products:
  - Cross Cloud
release: "264"
---
# Migrate Your Opportunities, Tasks, and Events to Essentials from Other Editions

Use reports to set up your opportunities, tasks, and events for import into Salesforce Essentials.

Before you migrate, clean up your data. For example, look for outdated information and duplicate records.

To migrate data to Essentials, create and export a report for each object that you want.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-essentials-264-0-0-production-enus/e0001bec-929a-481e-9d65-d13539e5cfe8/images/icon_tip.png)

Tip We recommend filtering your reports so that you have some .csv files that contain customer email addresses and some that don’t. Email is the most accurate way to import your data into Essentials because email addresses are unique to each customer.

Follow these steps for opportunities, tasks, and events.

1. From the Reports tab, click **New Report**.
2. Select an object.
    
    Create four reports for opportunities:
    
    - Opportunities with accounts
    - Opportunities with contacts (After exporting the report, use filters to create one .csv file that includes email addresses and one that doesn’t.)
    - Opportunities with leads
    
    Create one report for both tasks and events with the objects you use, including accounts, contacts, opportunities, and leads. After exporting the report, use filters to create .csv files for:
    
    - Tasks with other objects, with emails
    - Tasks with other objects, without emails
    - Events with other objects, with emails
    - Events with other objects, without emails
3. Click **Continue**.
4. In your report, include the required fields and any additional fields that your company uses.
    
    - For opportunities, the required fields are Name, Stage, and Close Date.
    - For tasks, the required fields are Assigned To, Subject, Status, and Priority.
    - For events, the required fields are Assigned To, Subject, Start, and End.
5. Click **Save & Run**.
6. Give your report a name and click **Save**.
7. From the menu, click **Export**.
    
    ![The menu includes an option to export your report.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-essentials-264-0-0-production-enus/e0001bec-929a-481e-9d65-d13539e5cfe8/essentials/images/224_export_report.png)
8. Select **Details Only**.
9. Under Format, select **Comma Delimited .csv**.
    
    ![Report exporting options](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-essentials-264-0-0-production-enus/e0001bec-929a-481e-9d65-d13539e5cfe8/essentials/images/224_export_report_settings.png)
10. Click **Export**.
11. Repeat the previous steps for each object you want to import into Essentials.
12. Import your .csv files into Essentials using Dataloader.io.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-essentials-264-0-0-production-enus/e0001bec-929a-481e-9d65-d13539e5cfe8/images/icon_tip.png)

Tip Keep the following guidelines in mind when you import your .csv files using Data Loader.

- Essentials can use only Batch API.
- Use **Insert** for a first-time import and **Upsert** when you already have data in your Essentials org. Upsert means that you’re updating existing information with what’s in your .csv and adding any new information that’s on your .csv file but not in your org.
- To import opportunities associated with contacts, insert using Opportunity Contact Role. Look up the primary contact by name or email depending on which .csv file you’re using.

#### See Also

- [_Dataloader.io_: Importing Data Into Salesforce](https://dataloader.io/importing-data-salesforce)