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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / User testing / Trouble...
Service | Customer Service, Contact Center, Fie...
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User testing / Trouble shooting

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Posted on 10 Jul 2020 06:20:22 by Usertest 5

Would like help on troubleshooting with issues regarding importing excel sheet data into the customer entity

  • LeoAlt Profile Picture
    LeoAlt 16,331 Moderator on 14 Jul 2020 at 01:30:22
    RE: User testing / Trouble shooting

     Hi Paertner,

    In general, there are several common errors that cause the import to fail.

    1. Check that the imported file is in the correct type.
    2. check you are putting correct value in column of excel.

    Maybe you can try to use template to import data. (Settings > Data Management > Template for data Import)

    2w.png

    1. Check that your table has the Duplicate columns. if have, delete it.
    2. For checking the status of the import, go to Settings > Data Management > Imports, then double click on file, and select failures for showing all failures records, then go to Source Row to find the failure reason. 

    3w.png

    Please provide more detailed information or screenshots about it if you can not solve it.

    Best Regards,

    Leo

  • Pankaj Gogoi Profile Picture
    Pankaj Gogoi 3,177 on 13 Jul 2020 at 07:58:53
    RE: User testing / Trouble shooting

    Hello,

    You didn't specify what issues you were facing. Checkout these articles related to data import.

    docs.microsoft.com/.../import-accounts-leads-other-data

    Issue with look up field while importing data:

    community.dynamics.com/.../731859

    Hope this helps

    Thanks

  • protc Profile Picture
    protc on 10 Jul 2020 at 11:24:40
    RE: User testing / Trouble shooting

    Hi Usertest,

    Could you please provide more information on this issue.

    What Errors are you seeing during import?

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