Save Changes to CRM with Immersive Excel Online

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A user with full permissions to all import-related entities has tried to update Contact records using Excel Online. No lookup or picklist fields were manually edited--only text fields in this entity. The odd thing is that the Import Source File record displays 0 total records imported. If this is due to the 5-minute refresh on data, it would be great if the Excel Online spreadsheet were saved somewhere in CRM.

Is it possible to retrieve the import file from Excel Online imports?

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Clem 2,541 on at

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Hi Jack,

I was curious and tried the same thing as you, adding new contact via the excel online integrated feature.

And i was able to see the records counts :

Are you missing some permissions ? What version do you have ?
Here in the view, i had 587 contacts and i just created one more on the top of the list, and the import job correctly says that i've "updated" 588 contacts.
I indeed agree with you that the excel file could really help to debug any issues during import but ...

Clément

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Community Member on at

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@Clément: What happens when you save changes after more than 5 minutes?

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Clem 2,541 on at

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same result, it's working.

What version of the CRM do you have ?

Any permissions issue ?

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Community Member on at

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User has Organization privileges for all import entities and actions. This is CRM Online (8.1.0.xxx).

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