Records aren't saving on Import

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Posted on by Cath Tatham

Hi there,

I have imported a few invoice records as a test for a bulk migration across systems. There was no issue with the import itself, but the records didn't save (i.e. they are currently sitting in unsaved form). There is a calculation field to calculate the total of the invoice that triggers on save, and this field is also not populated after import. If I go into each record and save them manually they save and the total field is updated.

Does anyone know of a workflow that I can use to bulk save the records? Or could it be that the calculated total field is causing the records to not save on import?

Thanks.

Cath

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Mayank Pujara 830 on at

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RE: Records aren't saving on Import

if you go to data management -> Imports -> Open your relevant import job and check if failure navigation pane gives you more details on failure of this..

if there is java script which does calculation on any field, they will not get fired during data migration import..
LuHao 40,872 on at

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RE: Records aren't saving on Import

Hi Cath,

If you want to save records in bulk, you can create an on-demand workflow and execute this workflow on those records.

Refer to the documentation to learn how to create and configure workflows.

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/workflow-processes

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/configure-workflow-steps

Create a workflow with Invoice entity, check 'As an on-demand process'. Add a Update step.

Choose to update a field that does not affect these records.

For example, if these invoices are all Active, then select Status as Active.

Activate this workflow.

Go to Invoice view, select the imported records, and execute this workflow.
Paul_Owen 2,027 on at

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RE: Records aren't saving on Import

Do you have any required fields that aren't completed? That's usually the cause of it sitting in unsaved state after import I believe.

Regards

Paul