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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 by Usertest 5

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

  • protc Profile Picture
    protc Microsoft Employee 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 16,341 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

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