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Microsoft Dynamics CRM (Archived)

Export and Import Data With Lookup Fields

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Posted on by 32

Hi Forum,

We are on Dynamics 365 on-premise version.

I am trying to export bulk data for a entity, modify it and importing back into the CRM but having issue with the lookup fields.

Below is a scanario: (Please see attacehed image for exported dummy data)

1. I have Entity called : Vehical

2. Vehical entity form has 3 lookups. 1- Vehical Category , 2- Vehical type , 3- Vehical maker (3 diferent entities)

Above 3 lookups have 1 to many relationshop with each other. i. e  Vehical Category has 1 to N with Vehical 2 and Vehical 2 has 1 to N with Vehical 3.

Now, after exporting if I make a change at Vehical Maker column (replacing Toyota with Volvo) then I get import error saying "duplicate reference could not be resolved" - which is understnadable because import has found 2 Volvo entries.

My question is how to get over this limitaion that after export-update-import cycle , CRM can idenity that I know which Volvo record you are trying to import. One way of doing this is to concatinating 'Vehical Maker' and 'Vehical Type' into the separate field and use that field as a unique identifier. Problem is while importing back, CRM doens't ask for to map the fields from source to target as it is smart enough to find which type of records(Vehical in this case) user is trying to import. (this option we get while importing brand new records into the CRM but not while trying to import modified exported records back)

Any input would be greatly appreciated. 

Thanks for reading.

-JB

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I have the same question (0)
  • Verified answer
    Sergio D. Profile Picture
    56 on at

    Guessing you were trying this by using excel spreadsheet [export/import]?

    Have you tried doing the same but using comma delimited [csv] file?

  • Darshik Profile Picture
    295 on at

    Hi,

    Import Unique data in Lookup Field,

    Concatenate all three columns (ex "car-seden-toyota")  which make uniqueness, after importing all the lookups export the lookup file and change with your original value and reimport

  • Suggested answer
    Ryan Maclean Profile Picture
    3,070 on at

    you could create an alternate key to use for unique ID's, or use some sort of alternative unique ID, and remove the lookup reference for the vehicle manufacturer

  • CRM Thirsty Profile Picture
    32 on at

    Thanks Sergio, Darshik and Ryan for taking time to asnwer this query.

    As per the Segio's suggestion, converting .xls into the .csv allowed me to map with unique field on the Vehical Maker lookup.

    Appreacite all of your time.

    -JB

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