How to roll-back a re-import of accounts

(0) Share

Report

Posted on by Cathy McLeod

230

Hi,

A person was attempting to do an account reassignment via the "export to excel" and "make the data available for reupload". They wanted to "test" it and deleted the contents of all the cells, but did not delete the contents of the hidden cells. They then proceded to upload blanks into the account names and addresses for these accounts.

The user didn't keep a copy of the downloaded xml file, so we cannot re-re-upload.

We're using the online version, so we don't have our own backups to return to.

The contacts were not touched, and the accounts are still there, just with a few hundred blank names.

Is there a way to "undo" this?

Thanks in advance!

*This post is locked for comments

I have the same question (0)

All responses (8)

Answers (1)

Verified answer

jlattimer 24,562 on at

Like (0)

Report

Unfortunately you can't undo updates like you can delete imports of new records. Unless you have auditing turned on CRM doesn't save the previous values anyplace.

Was this reply helpful? Yes No
Cathy McLeod 230 on at

Like (0)

Report

Thanks for the prompt response Jason! That's what I was afraid of...

I'm going to contact our marketing team and see if they have any recent downloads that might contain the GUID and company name for at least some of the accounts. If my logic is right, I should be able to download the blanks, match up the GUIDS from the blanks to any GUIDS marketing has in any of their downloads, then reupload.

Was this reply helpful? Yes No
jlattimer 24,562 on at

Like (0)

Report

Fingers crossed :)

Was this reply helpful? Yes No
watkins 5 on at

Like (0)

Report

If you do have auditing turned on, would you be able to roll back? I can see the values saved in an old/ new column, so maybe with Scribe you could find those fields and use them to update the new values with the old?

Was this reply helpful? Yes No
jlattimer 24,562 on at

Like (0)

Report

You can't "roll back" but at least you would be able to recover the data to some extent.

It might be a little tricky getting the data out -audit data isn't stored like normal data is (1 value to a column in the DB).

Was this reply helpful? Yes No
Golding 5 on at

Like (0)

Report

Check this out:

crmmongrel.blogspot.de/.../in-depth-using-crm-2011-import-data.html

Seems that you can rollback via the Dlete Option in the Import section. It also lets you decide what to delete.

Thomas

Was this reply helpful? Yes No
MDoddio73 1,910 on at

Like (0)

Report

Unfortunately, the roll-back feature doesn't work on records that were updated using the re-import feature. I tested on my demo tenant and no dice.

Unless the match-GUIDs-from-an-old-file trick doesn't work, I think auditing would be the only way to recover the data.

Was this reply helpful? Yes No
Cathy McLeod 230 on at

Like (0)

Report

The matching GUID trick did work! Unfortunately it wasn't everything and it was a big manual problem to recover the data from various other sources (Outlook contacts, ERP system etc).

We've adjusted security groups and our training to note that this can happen. I tried to push it up the chain with MS as a "bug" with the MS support team (as the Dynamics Required field Account Name was wiped out by Re-Import) but I don't know if that will go anywhere.

Was this reply helpful? Yes No

Community site session details

How to roll-back a re-import of accounts

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

Featured topics

Product updates

Community site session details

How to roll-back a re-import of accounts

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Subscribe to this forum!

Select categories

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

Featured topics

Product updates