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Hi Team,
I am a newbie to Dynamics.
I am trying to import contact and account entity data using single excel (xlsx) file in Dynamics 365 on-premise v8.2. I created a custom data map for my required fields. It got imported successfully. I then created a excel file with the required field headers as per my custom data map. When i upload the file, the system did not accept the file.
1. I got validation error for the file that its not a valid template.
I downloaded the contact template and removed fields except the one that i have in my custom data map. When i imported this file, the system is able to validate the file properly, however it failed with lookup reference error for the Account name.
I dont see the Datamap selection screen when i import the excel. Only if i break the excel by adding a custom column, then i get the mapping screen highlighted only with the Contact entity info. Its not listing the Account entity mapping.
My goal is to learn how data migration works, if we want to map and import data from external/legacy systems.
Any help on this is much appreciated.
Thanks
Jay
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In addition to that you can also refer SSIS manual: www.kingswaysoft.com/.../crm
For SSIS, you can check the below video-
I would also suggest to take a look at this thread- community.dynamics.com/.../263962
As suggested by Mahen, there are various ways to do the data import/ migration. You can do a web search to find about it more. There is also a Microsoft Dynamics inbuilt tool called Data Migration utility which you can also use to migrate your master/ reference/ config data. I personbaly do not prefer this tool for migrating the entities which has larger number of records.
Hope this helps.
Hi Jay,
Regarding your "Additional/supportive question", within the import wizard on the last page, you do get an option to allow duplicates. I haven't tried this but I think this should work for you. Look at the screenshot on the 6 point on the below article-
community.dynamics.com/.../ms-crm-export-and-import-data-using-excel-crmtip1
Hope this helps.
Mahendar, can you please explain / share links for the usage of other tools ? - ssis / scripts or .net utility ?? Is this going to be a direct SQL import ?
Thanks Ravi. As you said, I updated my excel as 'csv' and this brings the datamap selection and lists the related entities.
Additional/supportive question - Is there a way to keep the duplicate detection rule 'ON' and still upload the csv with multiple contacts with same account ? say Jay - ABC Inc - will be a new contact and new account / Kay - ABC Inc - will be new contact but existing account. Is there a way to do it in one csv ?
thanks
Jay
Hi,
As Ravi suggested this is expected behaviour, you will only get template option when automatic mapping is not done, you can refer my post for create custom data map: http://himbap.com/blog/?p=2357
I am sure you will be aware of this but just want to add, apart from out of the box import utility you can use other tools like SSIS toolkit, Script or in house developed .net utility to import data into CRM.
Hi,
All the above withe respect to excel file you have noticed is an expected behaviour because the template exported from crm are assumed to have the correct mapping. The lookup reference error which you have mention can occur in 2 scenarios 1) there are more than 2 records 2) There are no records with that account name. You can check this case by case.
If you want to use your data mapping file, you can save your excel file as csv or xml and then try import that file. You will get the option to select the entity/ data mapping file.
blog.xrm.com/.../using-templates-for-data-import-in-microsoft-dynamics-crm
Hope this helps.
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