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Customer experience | Sales, Customer Insights,...
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Issue importing CSV file records -- Possibly related to delimeter settings

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Hello, I am using the Import functionality in CRM to import records into my Opportunity entity.  If I open the records in Notepad, they are separated by a comma, and each record's field contains double quotes around it.  For this reason, I am assuming I should set the Field Delimeter to "Comma", and the Data Delimeter to "Quotation Mark". I also set the "First row contains column headings" to true, as it is true that the first row of my data contains the column headings.  However, when I click "Next", I receive the following error:

2514.ImportError.PNG 

How can I fix this?

I tried changing the Data Delimeter to "None", but every single record that I tried to import then failed, which I believe is because the data delimeter was incorrect.

I have the same question (0)
  • Verified answer
    sardar ahmed Profile Picture
    520 on at

    Hi tgiard

    Try importing with .xml format instead of csv

  • LuHao Profile Picture
    40,892 on at

    Hi partner,

    Please refer to this document for the format of the CSV file:

    docs.microsoft.com/.../import-data

  • Suggested answer
    Joana Pinto Profile Picture
    740 on at

    Hi tgiard,

    I tried on a trial environment to import a simple Account. Here is my example:

    pastedimage1570012308938v1.png

    As you can see, my data has no " ". My configuration on CRM was the following:

    • Set the Field Delimeter to "Comma"
    • Set Data Delimeter to "None"
    • Set the "First row contains column headings" to true

    And the import went just fine. Try it :) hope it helps!

    Cheers

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