Re-import updated data

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I imported 900+ Accounts, but need to change the owner to an 'admin' account. Down the road, I will receive updated account info in a spreadsheet and will have to bulk update.

I tried creating a workflow to change the owner, but the 'owner' field was locked. I tried changing the restriction but it's still locked/uneditable. I was able to edit the owner using advanced find, but this was limited to 50 at a time b/c of the page display limit.

So I wanted to:

1. export to excel

2. update the owner/other account info

3. re-import to CRM, updating existing accounts

I exported to excel and I have 3 columns with these headings, and CRM generated unique ID numbers.

(Do Not Modify) Account
(Do Not Modify) Modified On
(Do Not Modify) Row Checksum

When I go to re-import the updated data, it doesn't map those 3 fields and doesn't recognize that the accounts already exist and I want to update them.

Does anyone know how to re-import these correctly? I'm using CRM 2016 online

Thanks

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Mahadeo Matre 17,021 on at

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Hi,

In workflow to assign owner you need to you "Assign Record " not update

and when you are exporting record to Excel, make sure you are using Dynamic Worksheet option.

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Thanks, I'm trying the workflow with assign record now.

Is there a way to apply the workflow to all accounts from the advanced find results? I'm only able to do it to 50 at a time because the limit on the results page.

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Mahadeo Matre 17,021 on at

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Hi,

You can increase record limit from 50 records to 250 maximum.

You will find this option in set Personal options page.

or you can use MSCRM toolkit to execute workflow on all records.

mscrmtoolkit.codeplex.com/documentation

community.dynamics.com/.../step-by-step-running-on-demand-workflow-for-all-active-records

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Hi,

Thanks, I was able to change it to display 250. I'm still unable to export and re-import updates.

I tried the exporting a dynamic worksheet from advanced find results, but re-importing it with an updated field didn't work. When I'm in the import wizard I get here and the 3 "do not modify" ID's aren't mapped to anything and it doesn't recognize it as an existing account.

Since I had to change all the accounts I ended up going to

> view 'Active Accounts'

> 'Export to Excel' drop down

> 'open in excel online'

> save changes to CRM

I exported the advanced find results in static and dynamic, neither .csv or .xml. I'm looking at guides saying to check box to 're-import later', but it's not in CRM 2016 online. Anyone know what to do?

Thanks

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PS 23,577 on at

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When you advanced find

1. Add just two columns, Account Name & Owner

2. Export excel>>Static Worksheet (Page only)

3. open the excel and change the owner column

4. Save the sheet (Ctrl+s)

5. Import

6. Pop up must say on the top (an alert) "This will update existing records"

7. Do not unhide or change column A,B,C in the excel

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Community Member on at

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Hii,

Try this :

1. Export the data that you want to update (you must include the columns that you want to be updated)

2. You must export with Dynamic Worksheet option

3. When you open the excel file, you will notice there is a hidden cloumn at the end of columns, make sure unhide it

4. Save the Excel file as CSV (comma delimited) file

5. Now you can edit the data (Don't edit the Header)

Also take a look at this link:

Take a look at his tutorial, hope this link can help you

www.powerobjects.com/.../mass-editing-dynamics-crm-2011-records-using-microsoft-excel

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Ryan Maclean 3,070 on at

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Hi Cynthia,

You could use the Bulk Workflow Execution plugin in the XRM Toolbox to apply the workflow to as many records as you like

http://www.xrmtoolbox.com/

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Community Member on at

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Don't know how many people are still reading this old thread. I found that the Active Contacts View it pulls from both Contacts and Company entities and therein lies the problem. Apparently CRM Online does not like imports across multiple Entities. I created a new View pulling only from the Contacts entity, exported, made changes, then uploaded.

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I am using 2016 on-prem and am having the same issue (with contacts). I've done the export, updated the data in the one field i need to change, and saved as a csv. file. When i get to the import mapping tool, there is no option to map those fields, and it creates duplicates each time.

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Jason Fleming 288 on at

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Hi guys,

I am encountering this error still by where i download a static view, make my changes and when i load the report back into the system it keeps creating duplicates.

I go and turn on the duplicate rules i have in place and the upload fails due to the record already being there.

Any suggestion how to get around this?

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