Skip to main content

Notifications

Customer experience | Sales, Customer Insights,...
Answered

Import or Edit Existing data via NEW LOOK

(1) ShareShare
ReportReport
Posted on by 7
In the NEW LOOK, i managed to find the Imports section in Advanced Settings > Data Management > (preview) Imports. However, this is not accepting the files we download and update from Advanced Find. It says only CVS files, XML Spreadsheet 2003, etc are allowed and it doesn't seem to be working the way the classic Import works. Can someone please guide me on how to get this to work like in the Classic version? Am i doing the import from the wrong place?
Import Data.jpg
Data Management.jpg
  • Verified answer
    wajih Profile Picture
    wajih 34 on at
    Import or Edit Existing data via NEW LOOK
    Select your environment and then Select "Settings"
    Under the Data Management Select "Data Import Wizard"
     
     
  • FS-07101346-0 Profile Picture
    FS-07101346-0 2 on at
    Import or Edit Existing data via NEW LOOK
    I have the exact same issue; and ''save as'' does not resolve this as the mapping within f.e. csv is different and much more confusing than (.xlsx). 
  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 8,596 Super User 2024 Season 1 on at
    Import or Edit Existing data via NEW LOOK
    Hello User,
     
    Just do a save as for your existing excel file with the respective extension and import again...it will work.
     
    Thank you,
    Amit Katariya

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

News and Announcements

Announcing Category Subscriptions!

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,359 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,370 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans