Customer experience | Sales, Customer Insights,...

Correcting incorrect field mapping post-import

(0) Share

Report

Posted on by OllyMUK

305

Hi all

We imported some records here and one of the fields was incorrectly mapped to the Description Field. We need to re-import the contacts in the list, but overwrite the Description field with the correct contents from the CSV.

Is that possible, or do we need to delete and re-import completely?

Olly

I have the same question (0)

All responses (8)

Answers (0)

cloflyMao 25,210 on at

Like (1)

Report

Hi Olly,

You could export existing records whose data were incorrectly mapped to the description field, let's called the file "existing.csv". (By using Advanced Find to retrieve them and doing export in Advanced Find window.)

In "existing.csv", clear data of description column, copy the data from your CSV and paste them to correct column, then re-import "existing.csv" to update existing records.

https://carldesouza.com/updating-dynamics-365-records-using-export-and-import-with-excel/

Regards,

Clofly

Was this reply helpful? Yes No
OllyMUK 305 on at

Like (0)

Report

Thanks. That more or less answers my question. I didn't know whether re-importing existing records would import any changes, overwriting what was there, or would just fail as the record already existed.

Was this reply helpful? Yes No
cloflyMao 25,210 on at

Like (1)

Report

Hi Olly,

As per my understanding to what you are concerned about:

In the exported "existing.xlsv" file(its format should be xlsv instead of csv, sorry for incorrect typing of my first reply), we can find that there are 3 hidden columns if we pull the column D to right, and the first column corresponds to record GUID.

Therefore, it indicates that this re-import job will only update existing records, every records will be match correctly, it wouldn't fail if we only modify columns(fields) with correct data format.

Please let me know whether if I misunderstand the problem you are caring.

Regards,

Clofly

Was this reply helpful? Yes No
OllyMUK 305 on at

Like (0)

Report

Thanks. So..

1) Export data

2) update the exported spreadsheet and leave the first 3 columns alone (do not touch)

3) Import using the modified spreadsheet.

Is that right.

Was this reply helpful? Yes No
cloflyMao 25,210 on at

Like (0)

Report

Yes.

Was this reply helpful? Yes No
cloflyMao 25,210 on at

Like (0)

Report

Hi Olly,

Could the solution work for you?

Regards,

Clofly

Was this reply helpful? Yes No
cloflyMao 25,210 on at

Like (0)

Report

Please let me know whether you still have any doubt.

Was this reply helpful? Yes No
Suggested answer

Leipajuusto 110 on at

Like (0)

Report

Hi,

Export existing data to bulk edit in excel and re-import would be the fastest way to correct data.

This tutorial has more detailed steps, you can read it and check whether there is anything missing:

https://dyn365pros.com/2018/04/18/update-data-in-dynamics-365-using-excel/

It can be also done in PowerApps editor:

https://www.inogic.com/blog/2020/02/new-way-for-creating-and-updating-records-in-dynamics-365-crm/

Yaw Wen

Was this reply helpful? Yes No