Import N:N Data

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Posted on by MDS

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I have an entity - Jobs - which has a N:N relationship with Properties.

For all of my Jobs, I have an associated Property. I've imported all Jobs and would now like to import all their associated Properties.

How can I achieve this please?

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a33ik 84,331 Most Valuable Professional on at

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Hello,

You can use either XrmToolbox and N-N import plugin or SSIS + KingswaySoft adapters for Dynamics CRM.

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MDS 1,788 on at

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Thanks. I've found the XRM Toolbox utility but I'm struggling with it somewhat....

If I run an export from it, the resulting file is empty....

I exported a CSV from CRM that contains all records from the Properties entity with the Mapping Attribute that matches the Mapping Attribute on the Jobs entity. I then import it from the utility. The error I get across all lines is "Error! No record (new_property) was found with the value specified".

Any clues as to where I'm going wrong?

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a33ik 84,331 Most Valuable Professional on at

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Hello,

Do you have Property records created in CRM already? If you don't you will have to create it first before importing N-N relationship to CRM.

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MDS 1,788 on at

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Hi,

Yes, I have both Property and Job created. I was hoping this utility would allow me to "glue" them together with the common Mapping Attribute.

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a33ik 84,331 Most Valuable Professional on at

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Ok. Can you please post here example of data from file you use and screenshot from NN Relationship Manager plugin?

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MDS 1,788 on at

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Hi Andrew,

Thank you for your help in this matter.

A line from Property (5).csv used for import:

Name,Owner,File Reference,Street1,Street2,Street3,City,State,Postal Code
134 Hoold Lane ,,A379,134 Hoold Lane ,Preston,,Lancashire ,,PR5 5RE

In the screenshot, Instruction is equivalent to Job as previously mentioned.

The log error:

Separator is ','
Processing line 1 (134 Hoold Lane ,,A379,134 Hoold Lane ,Preston,,Lancashire ,,PR5 4RE )
First data: 134 Hoold Lane
Second data:
Line '1' : Error! No record (rav_property) was found with the value specified
Processing line 2 (,,A381,,,,,,)

In the example above, A379 is the Mapping Attribute that is common to both entities.

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a33ik 84,331 Most Valuable Professional on at

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If you want to import N-N data your file should contain 2 columns - first that references first entity and second - to second. Your file contains many columns. It should look like:

Job 1, Property 1

Job 2, Property 2

Job 3, Property 3

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MDS 1,788 on at

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Andrew - I've worked out what I've been doing wrong! I made it far more complicated than it needed to be.

I've successfully linked my N:N records together.

Many Thanks for your help!

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MDS 1,788 on at

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Sorry - our replies crossed!

Yes, this is what I was mis-understanding!

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