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
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
Please let me know whether you still have any doubt.
Hi Olly,
Could the solution work for you?
Regards,
Clofly
Yes.
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.
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
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.
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
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