Import Data through Excel successful even with mandatory field missing

(0) Share

Report

Posted on by Community Member

Hello everyone,

we are doing some tests in CRM Online 2016 and currently we are testing the data import wizard.

We noticed that if in the Excel files we fill the columns it will import the record correctly with each and every field filled, and this is as expected.

But, when we tried to import a record that has some mandatory field left empty, for instance if we import a lead without first and last name, it will be imported instead of beeing rejected.

Is there any customization to take or some setting to set?

Thanks in advance

*This post is locked for comments

I have the same question (0)

All responses (1)

Answers (1)

Verified answer

David Jennaway 14,065 on at

Like (2)

Report

I think this is just the way it works. CRM has 2 types of mandatory field - 'System Required' and 'Business Required'. Both are applied when entering data via a form, but only 'System Required' is applied for data imports.

Unfortunately you can't see a field to be 'System Required', only to 'Business Required'

You could write a plugin or synchronous workflow to check for the fields and throw an error if they are missing

Was this reply helpful? Yes No