web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Fields missing in impo...
Microsoft Dynamics CRM (Archived)

Fields missing in import templates

(0) ShareShare
ReportReport
Posted on by Thomas Rath 665

Hi

I'm looking into using the Templates for Data Import in CRM 2013. I exported the template for Account. At first glance it looks OK. But when you dive into the details you start noticing that standard fields are missing. Ex. the Account Rating field. I compared the field to other fields of similar type (ex. Category) which are included in the template. I used the Metadata Browser. I was not able to see any difference. I tried adding a custom field. That was included without any problems.

So my question is. What determines if a field is included in the Import template?

*This post is locked for comments

I have the same question (0)
  • Community Member Profile Picture
    Community Member on at
    RE: Fields missing in import templates

    I got download template for import. Can some one let me know if we have any option to change the sequence of field  in the imported template .xls.   I have added a new field called "Lead type" which is showing at the last in the import excel. I want it to be placed adjacent to  Lead Source.

  • Community Member Profile Picture
    Community Member on at
    RE: Fields missing in import templates

    Hey Aileen, I have the same problem today. The problem is: I have the fields included in the form I can see. But they are not in the template. What could be the problem here?

  • Community Member Profile Picture
    Community Member on at
    RE: Fields missing in import templates

    Thanks Aileen for your answer to the same question I had, and particularly for your detailed explanation here:

    https://community.dynamics.com/crm/b/misscrm360exploration/archive/2014/09/07/understanding-import-template-crm-2011-2013-discover-where-the-fields-are-coming-from

    [View:https://community.dynamics.com/crm/b/misscrm360exploration/archive/2014/09/07/understanding-import-template-crm-2011-2013-discover-where-the-fields-are-coming-from:750:50]

  • Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at
    RE: Fields missing in import templates

    Hi Thomas,

    You just need to include your required fields to the entity Forms.

    The template will only show fields that are in the CRM Entity Form, not view, not all of the fields.

    Thank you.

  • Verified answer
    Royal King Profile Picture
    Royal King 27,686 on at
    RE: Fields missing in import templates

    Following are the fields that are included when you click on the "download template for import" .

    1. All the fields that are part of published forms.

    2. All the required fields of an Entity.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft
Our Community Code of Conduct has been updated!

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Andrés Arias – Community Spotlight

We are honored to recognize Andrés Arias as our Community Spotlight honoree for…

Congratulations to the August Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
Aric Levin - MVP Profile Picture

Aric Levin - MVP 2 Moderator

#2
MA-04060624-0 Profile Picture

MA-04060624-0 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans