User Guide | Migrating Historical SMS Records with Data Loader

Data Loading

Switching to Mogli from another SMS solution?  It's easy to keep the text messages flowing while ensuring context remains in place with Data Loader in Salesforce®.  This knowledge base article will show you how to seamlessly migrate historical SMS data into Mogli for continuous reporting that will keep your conversations on track.

 

Inserting Historical SMS Records

  1. Ensure you’re running Mogli on version 4.16.3 or laterNeed to upgrade? Here's how >>
  2. Ensure that Gateways are configured in Mogli for proper mapping
  3. Ensure you have the Create Audit Fields permission set
  4. Collect your historical SMS data in a spreadsheet and map it to our SMS fields:
    1. Direction = Incoming or Outgoing
    2. Status = Sent Successfully or Received Successfully
    3. Message = message text
    4. Created Date
    5. Created By ID
    6. Last Modified By ID (can only be modified on insert)
    7. Last Modified Date (can only be modified on insert)
    8. Phone Number = must be in this format:  +12223334444
    9. Opportunity ID = ID of Opportunity (if applicable)
    10. Lead ID = ID of Lead (if applicable)
    11. Contact ID = ID of Contact (if applicable)
    12. Gateway ID = ID of the Gateway that was used to send or receive the message
  5. Export your file to CSV
  6. Use Data Loader to Insert records and map accordingly

 

Updating Historical SMS Records

  1. Ensure you’re running Mogli on version 4.16.3 or later
  2. Ensure you have the Create Audit Fields permission set
  3. Run a report that includes the Case Safe IDs of the SMS records to update
  4. Collect your historical SMS data in a spreadsheet and map it to our SMS fields as described above with the addition of:
    1. ID = Case Safe ID
  5. Export your file to CSV
  6. Use Data Loader to Update records and map accordingly

 

Related Resources

All Knowledge Base articles

User Guide | Upgrading to the Latest Version of Mogli

Summer-Fall '20 Release | Improved SMS, WhatsApp™ & MMS for Salesforce

Mogli Version 4 Release Notes