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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How do you import mult...
Microsoft Dynamics CRM (Archived)

How do you import multiple lookup values to one field?

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Posted on by thecharwest 221

I'm hoping this is a pretty easy question - I need to import multiple lookup values into one field. How do I do this?

For example, in my Account entity, I have a field called "Region" which is a lookup for the Territory entity. It's an N:N subgrid meaning it can contain more than one Territory in the field. I have a spreadsheet which contains all this information but I'm not sure how to actually import it. Using commas (,) and quotation marks (") to separate the values didn't work. Am I missing something obvious?

Thanks in advance for any help with this!

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  • Suggested answer
    Marcel Maier Profile Picture
    Marcel Maier 60 on at
    RE: How do you import multiple lookup values to one field?

    There is a Plugin in the XrmToolbox for this. It's called "Manage NN relationships" and it allows you to import excel or csv files where you have to provide a list with the GUID of the entities that you want to connect. Just connect to your organization and select the correct relationship then you can import your list.

  • David Jennaway Profile Picture
    David Jennaway 14,065 on at
    RE: How do you import multiple lookup values to one field?

    The standard data import mechanism doesn't support N:N relationships, so unfortunately, as per the previous post, you'll either to do this programmatically using the Associate method, or a 3rd party tool

  • Martin Donnelly Profile Picture
    Martin Donnelly 1,030 on at
    RE: How do you import multiple lookup values to one field?

    Until someone comes up with an import solution, an N-to-N relationship IS actually an entity -- at least it has an entity name -- which you can discover in relationship screen.  If you were to write a utility using the SDK API, you would find and use the Associate method.  I've never actually tried to "export for reimport" or download a template for importing to an N-to-N.

    You might also look into integration tools such as KingswaySoft.  Also requires Visual Studio platform but, is less like writing code.

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