Skip to main content

Notifications

Customer Service forum
Unanswered

User testing / Trouble shooting

Posted on by 5

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

Categories:
  • LeoAlt Profile Picture
    LeoAlt 16,329 on at
    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 at
    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 at
    RE: User testing / Trouble shooting

    Hi Usertest,

    Could you please provide more information on this issue.

    What Errors are you seeing during import?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,782 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,067 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,150

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans