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I have a problem about data, that we have to import into crm.
We have some customers, that we need to import into our system. This data is already in our crm, we just want to update some fields of those customers.
Is there any way, to update the existing data with an excel sheet (.csv).
Yes, you need to export the records you want to update and pay attention to tick the option to make the records available for re-import
here a tutorial for crm 2011, but the steps are similar for 2016
Hi Maurice, I agree with Guido as well.
The standard import does not support Upsert functionality - another post that discusses this... (community.dynamics.com/.../211696)
If you want to do something like this you would need to utilize a tool like Scribe / Kingswaysoft / SmartConnect to import the records in or write your own process.
I wish it supported with alternate keys as this would be perfect from what I have needed...
You could create custom entity with a relationship to the the entity you want to update.
Import into your custom table populating the Lookup reference.
Create a workflow on insert for your custom table that updates the related table
As Drew mentioned you can use our solution to achieve this, it is a very straight forward process using SSIS. You would just use the flat file source component to read from your .csv file and our CRM Destination Component to write the data into CRM.
Our component supports Update or Upsert using Alternate Key as your matching criteria (as well as Primary Key, CRM Duplicate Detection or the option to Manually Specify).
If you have any questions we're happy to help!
Hello Guido Preite,
is it the same for CRM 365 online?
I also need to be able to update records through an import.
I don't see the option to make records available again for re-import when I export them though (365 Online).
Did anyone find the solution for 365 Online?
If I work in "Excel online", not every records gets updated - so that's not really an option either.
1) Export the Excel
2) Convert it to .csv
3) Remove the records that are not being updated
4) import the csv using Data-Import wizard
* The point to note here is when you export the excel from CRM the guid is embedded in one of the hidden columns. Up on re-import to update, CRM considers this GUID to update the record
Hi, thank you for this quick answer.
I thought this was the way to go too, but after trying, it didn't work.
I'll try again though.
I tried doing this on my trial and also on my actual work instance and it worked fine. Please share a screenshot of the error if possible.
I tried and failed again.
So I upload the Excel in CSV-format.
These first 3 columns are hidden, but CRM still asks me if I want to map them. But ther's nothing to map it with, so I select Not Mapped.
Afterwards, he does import them. But he creates new records instead of updating the old ones.
Thank you for your advice.
I don’t see the primary key field in your screen shot which is the one that holds the GUID. Please map that field.
Not I only get errors on the import. reason: A record with these values already exists. A duplicate record cannot be created. Select one or more unique values and try again.
Operation failed due to a SQL integrity violation.
Please refer to this link. Hope it helps
Also, can you map the Posted Form field to it's primary key. Something like this
* I just exported an excel on my trial for leads, changed the topic value and re-imported the same excel and it was successful.
The problem is that my colleague who gave me the Excel file to re-import, changed the columns as well. We'll have to export it again, so she won't need to change the colums.
I believe that will solve the issue (let's hope).
Thank you for all your help. :)
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