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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Exporting and reimpor...
Microsoft Dynamics CRM (Archived)

Exporting and reimporting TASKS

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Posted on by Community Member

When exporting the activity Tasks and reimporting the adjusted CSV file i can not import it correctly with the import wizard. If i use the attribute Task it seems that there is no correct field for the (hidden) export ID code and therefore importing fails. Thanks already for your comments!

Dennis

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi,

    I suppose you are using CRM 2013. At the time of exporting the data, are you selecting the option "Make this data available for re-import" ? Because once you select the option, you don't have to make a csv file. You can add required columns in the view before exporting, export and save the file, open the file in excel, make the changes to columns and then re-import.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi,

    Don't convert the file format into CSV. Default file format for Export and Import would be .xml file. But if you open the file using excel you can see the same excel/.csv layout. So, do not change the format of the downloaded file. Just save the file and open it using excel, do the data modifications save and upload. If you change the file format it cannot be used to reimport.

    *Please mark my answer as verified if you found it helpful*

    Regards,

    Hasintha

  • Community Member Profile Picture
    Community Member on at

    Hi, seems logical. However i do not get the question or see the option 'make this data avialable for re-import'. Please help.

    Thx

    Dennis

  • Community Member Profile Picture
    Community Member on at

    Hi

    it seems that i can only export by Excel icoon? So CRM makes it an excel file anyway. Then i can not change it into xml of csv. Please help.

    Thx

    Dennis

  • Community Member Profile Picture
    Community Member on at

    Which CRM version are you working with? You may not see the 'make this data avialable for re-import' depending on which CRM version you are using.

    Regarding the exported excel file, you can leave it as a .xlsx file. From the upload data file button: "Supported file types: XML Spreadsheet 2003 (.xml), .csv, .txt, .xlsx, and .zip".

    FYI, you can change the file type via Excel's Save As. 

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi,

    If you are using CRM 2013 as you have mentioned in tags. You should be getting a small checkbox as shown in image below

    img1.png_2D00_550x0.png

  • Community Member Profile Picture
    Community Member on at

    Hi, sorry it seems i am using version 4. My provider is going to update soon. However i am interested if you have a solution for this version.

    thx

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