Skip to main content

Notifications

Customer experience | Sales, Customer Insights,...
Suggested answer

Updating Leads/Opportunities via Imports when Status is Closed

Posted on by 79

Hi everyone,

Is it possible to update Leads or Opportunities that have been closed/won/disqualified in CRM via imports?

I recently had to recreate a field and while transferring all the existing data from the old field to the new one (so users had a smooth transition) I exported All Leads, populated the new data to the new field and when imported back into the system I get many errors related to "original record no longer exists".

Any advice about this? Thanks!!

  • Wahaj Rashid Profile Picture
    Wahaj Rashid 11,319 on at
    RE: Updating Leads/Opportunities via Imports when Status is Closed

    Hi,

    Did it work for you?

    Thanks,

    Wahaj

  • Suggested answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,319 on at
    RE: Updating Leads/Opportunities via Imports when Status is Closed

    Hi,

    Can you also make sure, you are re-importing the leads in the same environment?

    If you exported the file from Production, updated the new field, and trying to import it in Staging, it won't work.

    Because one of the hidden columns (in excel file) has GUID of the Lead records and this GUID is different in each environment.

    If you need to test it, you should export this data from Staging and re-import in staging.

    If it works fine, you have to do the same exercise by exporting data from Production.

    Best,

    Wahaj

    (if it helps, mark it verified)

  • LuHao Profile Picture
    LuHao 40,872 on at
    RE: Updating Leads/Opportunities via Imports when Status is Closed

    Hi barbieruelas,

    I can also successfully import the closed leads/opportunities following the link provided by Wahaj.

    Note that the data of columns A to C in the exported excel file cannot be modified. They represent the identification of records.

    Columns A to C are hidden by default.

    pastedimage1596767400635v1.png

  • Suggested answer
    Wahaj Rashid Profile Picture
    Wahaj Rashid 11,319 on at
    RE: Updating Leads/Opportunities via Imports when Status is Closed

    Hi,

    I am able to update closed Leads using the following steps:

    https://crmtipoftheday.com/254/update-fields-on-disabled-records/

    Can you please make sure, you are using the same steps?

    Best,

    Wahaj

    (if it helps, mark it verified)

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

New! Quick response templatesâš¡

Save time with the new custom templates!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,228 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,056 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans