Importing Notes on Accounts to Dynamics CRM

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Posted on by Dribblej

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Hello Everyone,

I am attempting to run a test import, including notes held in a different CRM. I have downloaded the note import template and added a field to the heading of "Account Name (Regarding) (Account)." This is to match the note to the account it belongs to. I will worry about Overriding createdOn dates later.

Here is what my import template looks like.

Screen-Shot-2020_2D00_07_2D00_15-at-4.23.30-PM.png

I can see that after importing this data that it only imported the last note on the template to the account instead of all three.

Screen-Shot-2020_2D00_07_2D00_16-at-11.00.16-AM.png

How can I get the form right so that I can add a couple of hundred notes at a time, and they all track to the right account as separate notes?

I am willing to reward the persons who help me with my questions. I so appreciate your time and help.

All the best,

Josh

Additional Photo of hidden columns A,B,C that come downloaded from the template of note import

Screen-Shot-2020_2D00_07_2D00_16-at-11.56.52-AM.png

Screen-Shot-2020_2D00_07_2D00_16-at-11.59.29-AM.png

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a33ik 84,331 Most Valuable Professional on at

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Josh,

Your images are not available.

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Dribblej 265 on at

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I edited the post and re attached the images. I hope you can see them now.

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a33ik 84,331 Most Valuable Professional on at

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Josh,

Now I see it. Can you please expand columns A-C and give a screenshot that will shows those columns?

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Dribblej 265 on at

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I updated the original post with the photos of the first 3 column headers. When I download the templete for importing notes thats what comes with it. I have been adding the Regarding Account Name manually.

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Bipin D365 28,983 Moderator on at

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Hi,

I got it why it is only creating third notes. SInce you have added 3 hidden fields and it will create first record and for second record it will be update so updated the first notes with second data. Now for the thrid record also it will be update and updated with thrid notes. This is why you see only one notes with third notes details on account.

To fix this issue, follow below approach which i have tried in my trial and it is working as expected.

1. Create CSV file with only four column

2. Save this file on your local machine. Now navigate to Settings->Data Management->Import Data->Browse csv File->Next->next->Select Notes entity in dropdown

3. Click Next and map Account lookup to set based on full name

4. Now map Owner lookup based on full name

4. click next ->next->submit->wait for the import to complete

5. check account record and see below image all 3 records notes are imported successfully

If found helpful, Please mark my answer verified.

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a33ik 84,331 Most Valuable Professional on at

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Bipin generally speaking stole my idea but seems that this is truth - instead of inserts your import just updates existing records. So in order to import the data you can follow steps that Bipin suggested.

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Dribblej 265 on at

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Thank you so much Bipin!

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Dribblej 265 on at

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Thank you so much Andrew.

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Dribblej 265 on at

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If I wanted to add the overidecreatedon (Record Created On) field to this can I just add that field manually to the header and add the dates the note was orginally created on so it reflects this date in the import onto the account?

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Ralf_WiFa 29 on at

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Good day!

I followed step by step your introduction in this post hower I'm receiving the following error.

Do you have any idea what cloud be the error source?

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