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Microsoft Dynamics CRM (Archived)

Importing Multi Select Option Set Data

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I have an Excel spreadsheet with a list of values in cells that match the labels in a Multi Select Option Set.  The list of values in the cells are delimited by a ";". When I run the Import Function it only imports cells with single values that match the labels.  The cells that contain multiple values are imported into the Multi Select option set as new labels.  So if I have a spreadsheet with a column called "Client List" that contains the following cells, only the single set cells are imported correctly.

Client List

Current Client

Top 200

Current Client;Top 200

Top 200;120 Day Focus

The first two, "Current Client" and "Top 200" are imported correctly.  The bottom two "Current Client;Top 200" and "Top 200;120 Day Focus" are imported as new entries in the Option Set and then matched to the new label, "Current Client;Top 200" instead of matching to "Current Client" and "Top 200". 

I've tried to use a comma as the delimiter instead of a semicolon,  and adding a space after the semicolon.  Neither makes any difference with the results.  I can't use the import to update the accounts in version 9.  Anyone have any suggestions?

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  • Verified answer
    Community Member Profile Picture
    on at
    RE: Importing Multi Select Option Set Data

    With the help of Diego at Microsoft I figured out my problem.  He suggested I export some data with Dynamics with the MultiSelect Option field included in the export.  Column G contains the MultiSelect Option.  The format of this column contains the parameters need for the Import.

    Exported-Excel-Spreadsheet.jpg

    The data can be copied and pasted into this spread sheet and then used as the source file for an import into Dynamics.  The import layout can be bypassed since the spreadsheet contains both the data and the column format.  Apparently there are no Data Types in the Dynamics Import function that fit the MultiSelect Option Set, so this is the only way to import the MultiSelect Option Set data into Dynamics.

  • Community Member Profile Picture
    on at
    RE: Importing Multi Select Option Set Data

    Hi Mahen,

    I don't see an option to export for reimort.  I using version 9 that only allows import for adding.  I have looked at third party applications that will update accounts, but I hesitate adding these applications to our customer's accounts.

    Am I missing something here?

  • Mahendar Pal Profile Picture
    45,095 on at
    RE: Importing Multi Select Option Set Data

    Hi,

    You can also refer: www.inogic.com/.../import-data-with-multi-select-option-set-values-in-dynamics-365-v9

  • RaviKashyap Profile Picture
    55,410 Moderator on at
    RE: Importing Multi Select Option Set Data

    Hi

    Check the below link. It seems you need to re import the data to make it work.

    community.dynamics.com/.../253781

    Hope this helps.

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