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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Can't import data ...
Microsoft Dynamics CRM (Archived)

Can't import data to customerid field

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Posted on by Vivian Voss 2 User Group Leader

Hi ! 

On Opportunity form we have both Account (customerid) field and Contact (parentcontactid) visible. Now as I need to update the Account (customerid) field, I would like to export the values to Excel, modify them and then import them back to CRM. 

Seems easy enough in theory, but when I actually try to import the values again, the import fails. The explanation for that is: A duplicate lookup reference was found.  
Duplicate reference found for transformation output parameter mapped to: Account. Output Parameter Value: OOO

Is there a way to import to this field?

*This post is locked for comments

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Can't import data to customerid field

    Hi there!

    My suggestion is to pay attention to some automated solutions So, in this way you can forget about manual data export/import. (e.g., data2crm here is official info about this service - appsource.microsoft.com/.../magneticone.crm-data-migration ) Also, the service offers you a free demo import, during this process a limited amount of data on relations will be imported.

    So, you can evaluate the outcome result. Thanks, and hope my advice will be useful.

    P.S. Full disclosure, I work at data2crm, with respect!

  • Karsten Wirl Profile Picture
    Karsten Wirl 4,477 on at
    RE: Can't import data to customerid field

    Hi Vivian.

    This is actually a very big problem in the import process and unfortunately you come across a multiple allocation of field names in many environments. It's a fight against windmills.

    Kind regards,

    Karsten

  • Verified answer
    Vivian Voss Profile Picture
    Vivian Voss 2 User Group Leader on at
    RE: Can't import data to customerid field

    Hi!

    Thank you all for your responses!

    Turns out that the reason why I wasn't able to import, was because we had 2 fields with the same name. Although, the other one wasn't on the form, it still mattered.

    After changing the name of the other field, I was able to import. :)

  • Verified answer
    TheMarkChristie Profile Picture
    TheMarkChristie 10,328 on at
    RE: Can't import data to customerid field

    Hi Vivian

    That usually means that there are multiple versions of the record you are trying to look up - Are the accounts / contacts in there twice? possibly deactivated?

  • Suggested answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
    RE: Can't import data to customerid field

    Hi Vivian, 

    simplest way is after you have exported the data - you convert the .xls file to csv - you can do this by "save as" option in the excel.

    one you have csv - try importing in crm - it will give you all the option.

  • Suggested answer
    TNS Profile Picture
    TNS 1,195 on at
    RE: Can't import data to customerid field

    Hi,

    Please follow these steps, might it help...

    On excel ..

    1.Click on 'Data ' tab at ribbon.. 

    2.Then on 'Get external data' group select 'From Other Sources'.

    7558.data.PNG 

    3. Select 'From OData Data Feed' .. a dialog will pop up.

    4. on link location "organization_url/.../OpportunitySet"

    and below it will ask for credentials .. provide your credentials... 

    5. If you have provide credentials correctly it will find your opportunity table and then export it..

    You will get your all records... do your needful changes.. and then save the file in .csv format.

    Now import your File to CRM:

    1. go to settings-> data management -> import .. and then select Import data on ribbon

    2. Dialog will open choose your file.. click on next ..it will notify your file is uploaded or not .. click on next

    3. Then on System data map select 'Default mapping' click on next.. 

    4. It will ask you to map your file data with the record you want to map ..select the entity..

    5. Click on next .. and then submit.. 

    Your file will be imported .. if still you find any error .. please tell.

    Thanks!

  • Vivian Voss Profile Picture
    Vivian Voss 2 User Group Leader on at
    RE: Can't import data to customerid field

    Hi!

    As i am also exporting data from CRM to Excel, then it doesn't give me that chance to map data, when importing. It does it automatically and that is why it is giving an error. Any way i could manually map them?

  • Suggested answer
    Syed Ibrahim Profile Picture
    Syed Ibrahim 6,257 on at
    RE: Can't import data to customerid field

    Hi Vivian,

    Pls follow below how to map fields during import.

    [View:http://blog.xrm.com/2014/09/26/using-templates-for-data-import-in-microsoft-dynamics-crm/]

    Hope this helps.If the suggestion resolved your query .Pls mark it as answered/verified to close the thread.

  • Vivian Voss Profile Picture
    Vivian Voss 2 User Group Leader on at
    RE: Can't import data to customerid field

    Hi Rawish!

    I didn't get any chance to map any data. I just uploaded the file and then the import wizard did the rest. Is there a place where i can check that?

  • Suggested answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
    RE: Can't import data to customerid field

    Hi Vivian,

    When importing it back did you select Account(Primary key) field In import wizard in front of account mapping.

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