not able to update lookup field while importing excel

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hi experts,

while i am trying to import data into CRM system using excel, data is imported successfully but data is not available in Lookup field. tried using online excel and updating existing data using export and import process but of no use, please suggest me any process so that my issue can be resolved.

Using dynamics 365 online v8.2.

Thank you,

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RE: not able to update lookup field while importing excel

Hi Francesco,

There are no duplicate records with same reference code in master.

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RE: not able to update lookup field while importing excel

Hi Sandeep,

are you sure you dont have any duplicated value?

Please not if you have record with duplicated field values (like two account with same code) CRM cannot resolve the relation.

Try to search for duplicated value in deactivated object too.

Please let me know.

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Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com

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RE: not able to update lookup field while importing excel

hi Franceso,

Thanks for your reply,

i have tried that too.... but it dint work.

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RE: not able to update lookup field while importing excel

Hi Sandeep,

to import an excel referencing another field you need to map it during import setup.

Please refer to the following image:

Let me know if you solve.

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Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

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RE: not able to update lookup field while importing excel

Hi Francesco,

Thank You for your reply, it worked. Thank You, But still a small query. i am able to import data using name, but not by using reference field.

For ex: have a Customer name: sample test, and Customer Code: 123, when i am trying to import data using name, its imported successfully, but when i try to import using Customer Code, its not being Imported.

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RE: not able to update lookup field while importing excel

Hi Sandeep,

im pretty sure you have a duplicated label over your entity column.

Please control you dont have two different attributes with the same label, like

standard attribute "parentaccountid" -> label "Parent account"

custom attribute "new_parentaccountid" -> label "Parent account"

In this case CRM cannot evaluate the right attribute to match, and then fails to import that attribute, without error.

To resolve this problem, add a suffix or prefix to one attribute, like "Parent account (custom)"

Please let me know if you solve.

If you found the answer helpful, please mark as Verified

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Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com

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RE: not able to update lookup field while importing excel

hi Guillaume,

Thank you for your reply,

when i import data, no error is found. data is imported successfully. but data in lookup field is missing. in remaining fields data is populated in CRM system.

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RE: not able to update lookup field while importing excel

Hi,

maybe that can help you out: community.dynamics.com/.../153658

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RE: not able to update lookup field while importing excel

Hi Iswarya

Thank you for your reply,

we already have data in master entity, even though data is not populated in imported records.

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Iswarya 1,347 on at

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RE: not able to update lookup field while importing excel

Hi,

see this scenario

i have lookupfield name as "Service"(Service field Target Entity Name is "Service Master") in my Opportunity Entity.

=>Here i have to import "Service Master" first

=>after have to import "Opportunity"

now the lookupfield value available

like wise you do

first import your lookupfield target entity, after import your required entity and map lookupfield .

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