Importing data to Dynamics 365 online

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Posted on by Dineth

Hi,

I want to import data from excel sheets to Contract entity and Contact entity. The issue is when I tried to import data first to Contact entity its fails because its looking for existing name from Contact entity. Then when i m tried to import data to Contact entity first its also fails because its looking for existing Contract Name from the Contract entity.

I have a N:1 relationship between Contact and Contract entity.

Can someone please tell me how can I resolved this issue.

Thanks.

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Hi Dineth,

proceed as follows:

1) add an integer attribute to Contact entity, we say "Sequence"

2) make a copy of your contact excel (we say "Contacts - Original.xls", "Contact - Copies.xls")

3) in "Contact - Copies.xls" delete contract column values

4) in "Contact - Copies.xls" set "Sequence" column equal to excel row less one, like excel row = 2 sequence value = 1, excel row = 3 sequence value = 2, and so on

5) import "Contact - Copies.xls"

6) now you have all contacts imported, so you have all the needed contact names

7) import "Contracts.xls"

8) create a contact view, with a filter "Sequence contains data", sorted by Sequnce

9) now you have the imported contact list sorted by the right sequence ...

10) paste in "Contract" column all the contract name values

11) re-import Contacts with right contract values

12) you are done!

Please let me know if you solve

If you found the answer helpful, please mark as Verified

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Thank You & Best Regards

Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com

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Aric Levin - MVP 30,190 Moderator on at

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I understand this failing on the Contract Entity, but not sure why it is failing in the Contact entity.

What are you trying to import except the Contact information (in your second case)? Contact import should be straight forward.

Also, you can always use SSIS (with Kingwaysoft CRM Connector) in order to split the import, so that it does Contact first, and then does Contract.

As much as we would want the Data Migration Wizard in CRM to perform like a Wizard, it is still following certain rules that might cause some of the issues that you are experiencing.

Hope this helps.

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Hi Dineth,

if you solved the problem thanks to an answer, please mark it as verified to encourage the community to provide more and more a better support. Thank you. Francesco

If you found the answer helpful, please mark as Verified

Join my network on LinkedIn Follow me on Twitter

Thank You & Best Regards

Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com

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