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 / Microsoft Dynamics CRM (Archived) / The source data is not...
Microsoft Dynamics CRM (Archived)

The source data is not in the required format...

(0) ShareShare
ReportReport
Posted on by USA80 26

Hello,

When trying to do a CRM import, I get the following error for some of my rows which states, "The source data is not in the required format" and for others I am getting "The start or end date is not valid"

The column Heading name is called, "Name"  This column is a option set (same as what is in CRM).  The column is a Text field.  Just not sure why it is failing really.  The Date fields are formatted as Date already.

Any help is appreciated.  Thank you.

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    Hi,

    CRM data import is very sensitive  , anything wrong in the structure will not import . Here is the few things you can follow -

    Step1- Download template for that Entity from CRM and don't change the format.

    Step3 - Prepare another Test excel and with same order of column mentioned in the template.

    Step2- Export one record from Advanced Find for that entity with similar column mentioned in the template to compare the format.

    STep4 - Paste the source data in the Test excel file and compare the format with which  you exported from Advanced find .

    Step4- If Step- 4 s correct then copy Test excel data to the template file (Step 1)

    Step5- Import template file data.

    Make sure you are mentioned same format date(Export from advanced find ) and heading column name as per template.

    And always keep first column as blank in the template.

    Hope this helps.

  • USA80 Profile Picture
    USA80 26 on at

    This didn't help....I am getting this again.  The field in CRM is a lookup field.  If I remove the data from this column in my spreadsheet it imports fine.  There is nothing strange with the test in the field in excel either.  So not sure why it isn't working.

  • Verified answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    Export some record adding the  lookup field and see what's lookup data is retrieving.

    Import back same exported excel see it is importing or not, its should import.

    If you are able to import then you will see what you are missing with lookup value in your excel compare to the exported excel.

    I am saying because when you are importing lookup value which means it was predefined in the CRM , so you should provide correct lookup value in the template to identify the matching lookup value in CRM.

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 > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans