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Unable to import data using OOB excel import export

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Posted on by 5

I am trying to update and insert data in one of my custom entity using oob export and import. However while doing so, it fails if we use excel as source format, because rowchecksum keeps changing. And .CSV format fails for update and succeeds for insert.
pastedimage1672894934852v1.png This error is received while trying to update records using .csv file. 
And .xlsx file error is because of Rowchecksum this error is received-
pastedimage1672895935985v2.png

  • Elijah Stownton Profile Picture
    192 on at
    RE: Unable to import data using OOB excel import export

    You can use the Skyvia cloud platform to connect CSV and Dynamics. It is a freemium app with no code.

  • Suggested answer
    Amit Katariya007 Profile Picture
    10,407 Super User 2025 Season 1 on at
    RE: Unable to import data using OOB excel import export

    Please try to upload a file with single record.

    Probably this issue is causing because of file format, refer below article which will help you to resolve your issue.

    community.dynamics.com/.../importing-xlsx-from-anything-other-than-template-doesn-t-work

    Thank You,

    Amit Katariya

  • Inogic Profile Picture
    525 on at
    RE: Unable to import data using OOB excel import export

    Hi Smita,

    To avoid an Invalid format error, you can follow the below approach while working on data import/export:

    If you trying to update the data of a custom entity, I would suggest you first export the data of the custom entity with whatever columns you are trying to update and after updating the data in exported excel, you can again import the same in CRM. Make sure in between export/import the data you are trying to update is not getting updated in CRM (either manually or by any other process)

    And even if you try the create the records for a custom entity, then also first export any single record of that custom entity along with the required columns so that it doesn’t give you an invalid format error and then you can modify the excel and import the records that you want to create of the custom entity. (Make sure you are clearing hidden columns values i.e. Table’s Id, Row Checksum, and Modified On before importing the excel)

    Hope this helps.

    Thanks!

  • Suggested answer
    Abdul Wahab Profile Picture
    12,085 Moderator on at
    RE: Unable to import data using OOB excel import export

    Hi Smita B,

    The invalid format in the import file

    Is this issue faced by you only? Did you try from another machine? It looks like a machine-related issue.

  • Smita B Profile Picture
    5 on at
    RE: Unable to import data using OOB excel import export

    Thank You Amit Katariya007 !

    I checked that as well. No the concerned entity does not have a Duplicate Detection enabled.

  • Suggested answer
    Amit Katariya007 Profile Picture
    10,407 Super User 2025 Season 1 on at
    RE: Unable to import data using OOB excel import export

    Can you try to check if u have duplicate detection rules on that entity.

    Also try to upload 1 or 2 sample record only then check if issue is persistent.

  • Smita B Profile Picture
    5 on at
    RE: Unable to import data using OOB excel import export

    To answer your question - .csv because its lets you control the mappings.

    And for .xlsx format, yes we have followed the exact format as you have shown.

    Also have tried to get the template from the DataManagement -> Templates for Import as well. But .xlsx format throws error saying every time invalid format, as shown above, and we find, even if no data has been changed, rowchecksum ,even when row modified on remains the same, changes from time to time.

  • Suggested answer
    Abdul Wahab Profile Picture
    12,085 Moderator on at
    RE: Unable to import data using OOB excel import export

    Hi Smita B,

    The question is:

    1. Why.csv format?
    2. What error are you experiencing?

    Are you performing the steps in the sequence written below?

    1. From the home screen, you are using the Export to Excel buttonpastedimage1672896982856v1.png
    2. Static Worksheet  pastedimage1672897050017v2.png
    3. Open the downloaded .xlsx file.
    4. Enable editingpastedimage1672897145125v3.png
    5. Update the excel sheet as per the needs.
    6. Save
    7. To reimport. Navigate to Data Management from advanced settingspastedimage1672897230368v4.png
    8. Click on Importspastedimage1672897364664v5.png
    9. Upload the filepastedimage1672897421206v6.png
    10. Click on Next
    11. The next screen should be similar as;pastedimage1672897472218v7.png
    12. Submit.
  • Suggested answer
    Amit Katariya007 Profile Picture
    10,407 Super User 2025 Season 1 on at
    RE: Unable to import data using OOB excel import export

    Can you check duplicate detection rules for that entity? 

    blog.magnetismsolutions.com/.../dynamics-365-partial-failures-with-excel-online-export-import

  • Smita B Profile Picture
    5 on at
    RE: Unable to import data using OOB excel import export

    We tried that as well, but still it doesnot work. Which is why asking the question, if I am missing something here.

    We tried using.csv format, which lets us control the mapping and ignore the rowchecksum and modified on date, but the sheet only works for the new records in the sheet, whereas fails to update, even when primary key is mapped.

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