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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Templates for Data Imp...
Microsoft Dynamics CRM (Archived)

Templates for Data Import...what view is this using...and can I change it?

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Posted on by USA80 26

In CRM 2016, when I go into Settings, Data Management, and click on Templates for Data Import.  One of the drop down options I have is Client Hierarchy.  I have a request from a user to change this import spreadsheet that gets generated here.  Can I do this and if so, how?

Thank you.

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  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at
    RE: Templates for Data Import...what view is this using...and can I change it?

    Hi USA80,

    If you just want few columns from the entity and not all then you can use the below approach. As per your requirement, you could have just used the view you have created.

    1. Run an advance find, add the columns you want in your template.

    2. In the query condition, select a condition which will never be true like created on tomorrow. This to ensure that advance find doesn't return any record and just generate the layout

    3. Run the query, because of the condition, there will be no record. From here, click download excel button. This will download the excel file.

    4) Now you have an excel template with just your columns. You can add values and then import it in crm  in the normal way.

    Hope this helps.

  • USA80 Profile Picture
    USA80 26 on at
    RE: Templates for Data Import...what view is this using...and can I change it?

    Thank you, that is what I thought.

  • Verified answer
    gdas Profile Picture
    gdas 50,091 Moderator on at
    RE: Templates for Data Import...what view is this using...and can I change it?

    No you can not , its default behavior . However you can delete the field from the template and also without fill the data you can import the template, in that case field should not be mandatory.

  • USA80 Profile Picture
    USA80 26 on at
    RE: Templates for Data Import...what view is this using...and can I change it?

    OK, so lets say there is a column showing up called Effective Date.  I need this field on the form, but I don't want it to show up in the template...can I remove it?

  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at
    RE: Templates for Data Import...what view is this using...and can I change it?

    You can add any entity field in the template with the field name but make sure don't change the format of the file .

  • USA80 Profile Picture
    USA80 26 on at
    RE: Templates for Data Import...what view is this using...and can I change it?

    My user wanted me to change the template to match another view that was created, so I am guessing I can't mimick this template to match the other view/template?

  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at
    RE: Templates for Data Import...what view is this using...and can I change it?

    Hi ,

    All the fields that are part of published forms and all the required fields of an Entity  will be included when you click on the "download template for import"  . So make sure the  fields are included in  the form or should be mandatory in that case import template will change accordingly.

    Hope this helps.

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