Data Import - Accounts and Contacts in sales hub

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Posted on by ekmode8483

Hello,

I am new in this field and require help in data import for account and contacts. Our customer data has many contacts associated with a account with business phone number

common in contacts (Say for Ex Company ABC has Business phone number 123456789 and contact 1 , contact 2, contact 3 will have same business phone number).

also contacts do have common First Name OR Last Name (people do have common 1st name OR either last name, in same cases both are same) we have to do data import for the

same, our customer does not want to merge any common data. Total - Accounts 187 and contacts 322

Current stage - We have transferred the solution from sandbox to production and tried to do data import but not successful. In account and contact entities for both we did advance find added all the field, got the results and exported excel spread sheet and then we have opened the spread sheet deleted column A | B | C and saved the file as csv file and did data import for CSV file with field mapping but failed.

Could you please guide what is the correct method / steps for data imports in CRM to have 100% success rate all the time without getting any failures.

Thank you

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ekmode8483 71 on at

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RE: Data Import - Accounts and Contacts in sales hub

HI Lorne,

Thank you for your inputs.

Thank you

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ekmode8483 71 on at

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RE: Data Import - Accounts and Contacts in sales hub

Hi Leah,

Once again thank you so much, yes rest of done manually.

Thank you

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Community Member on at

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RE: Data Import - Accounts and Contacts in sales hub

Hi Partner，

Based on the fact that you now have only a small amount of data in error, the easiest way is to create these records manually in CRM.

Regards,

Leah Ju

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AriaConsulting 2 on at

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RE: Data Import - Accounts and Contacts in sales hub

The first error means that there are 2 records that have a name field that is the same: www.c-sharpcorner.com/.../duplicate-lookup-reference-was-found-quick-tip

For the 2nd error, that sometimes means that there is a referential relationship in the 2 records being imported from the zip where the security role is assigned to a team rather than a specific user and D365 doesn't know how to deal with that through the import wizard.

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ekmode8483 71 on at

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RE: Data Import - Accounts and Contacts in sales hub

Hi Lorne,

Thank you for your inputs, yes we have disabled duplication detection rules as well.

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ekmode8483 71 on at

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RE: Data Import - Accounts and Contacts in sales hub

Hello Leah,

Thank you for sharing zip option.1st we deleted all the account and contacts from production and then did combine (accounts + contacts) zip import it worked quite well but still got some failures, below screen shot for your reference.

Account - Total account- 57, Failures- 1,sucess-56

Contacts - Total - 237,Failure-6,Success-231

Even though production was clean without any data still getting failures, could you share inputs on above.

Thank You

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AriaConsulting 2 on at

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RE: Data Import - Accounts and Contacts in sales hub

Also, if you have a duplicate detection rule that checks those phone numbers, you should unpublish that rule before import and then republish after successful import.

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Community Member on at

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RE: Data Import - Accounts and Contacts in sales hub

Hi partner,

Through your screenshot, there are two errors:

1.The lookup reference could not be resolved.

Caused by you are trying to refer the lookup field to a record that is not existing record in CRM, so the system would confused and trying to find the correct Master Data reference.

So you can create another file to store Account and Contact, Zip them together, then import the zipped file to CRM and do mapping.

You can refer following link to know more details about it:

Import lookup referencing records together in Dynamics 365 CRM | [Linking related entity data during Excel Import] | D365 Demystified

2.A record was not created or updated because a duplicate of the current record already exists.

As you mentioned, "contact 1 , contact 2, contact 3 will have same business phone number", so It just ended up being duplicate detection rules preventing some updates.

You can allow duplicate when importing the file.

Note:

Before re-importing, you need to delete the previously imported data to avoid data confusion.

Go Settings>Data Management>Imports > to find the Import record you need to remove and select it, then expand DELETE to select second option.

Dynamics 365: Delete Records from a Specific Import - The Marks Group | Small Business Consulting | CRM Consultancy

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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ekmode8483 71 on at

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RE: Data Import - Accounts and Contacts in sales hub

Hi Leah,

Thank for your reply with below options and i really appreciate your help. I tried the 1st option by carl de souza (simple way) to import Account and Contact and got below failure msg.

Msg for Accounts See below screen shot. Total Accounts - 57, Success-56, Errors-1

Msg for contact see below screen shot. Total Contacts-237, Success-170, Errors-67

Can you provide some highlights on the same.

Thank you.

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RE: Data Import - Accounts and Contacts in sales hub

Hi partner,

Ok. You want to move data from sandbox to production environment.

I found following link, which provides a simple way to copy data from one Dynamics 365 organization to another is to use the export and import functionality, but it doesn’t delete ABC three columns.

How to Copy Records from One Dynamics 365 Org to Another using Export and Import - Carl de Souza

Also, you can try to use Configuration Migration tool to achieve it:

Move data between environments (Dynamics 365 Marketing) | Microsoft Docs

(+) Microsoft Dynamics 365 CRM Configuration Migration Tool - Microsoft Dynamics CRM Community

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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