web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / User testing / Trouble...
Service | Customer Service, Contact Center, Fie...
Unanswered

User testing / Trouble shooting

(0) ShareShare
ReportReport
Posted on by Usertest 5

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

I have the same question (0)
  • protc Profile Picture
    protc on at

    Hi Usertest,

    Could you please provide more information on this issue.

    What Errors are you seeing during import?

  • Pankaj Gogoi Profile Picture
    Pankaj Gogoi 3,177 on at

    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

  • LeoAlt Profile Picture
    LeoAlt 16,331 Moderator on at

     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

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 65 Super User 2025 Season 2

#2
Siv Sagar Profile Picture

Siv Sagar 52 Super User 2025 Season 2

#3
Daniyal Khaleel Profile Picture

Daniyal Khaleel 31 Most Valuable Professional

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans