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Unable to import records that are Inactive

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Posted on by DeVoe1

I am trying to import records in a custom entity and am getting errors when the import tries to import any records that have a StateCode of "Inactive" while all of the other records that are marked as "Active" import without any issue. I have verified that each inactive record does have an Account record (also is marked inactive) so the lookup for the import should work. Am I missing something? How can I import inactive records against Inactive Accounts?

Thanks for any help that you can provide.

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LuHao 40,874 on at

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RE: Unable to import records that are Inactive

Hi, DeVoe1

I have tried updating and creating inactive records by importing data.

1. For updating original inactive records, you can switch to the view of the corresponding records and click the ‘Export to Excel’ button on top to download the file.

Then you can modify the file and import it to update the inactive records even if it has an inactive Account record.

But it needs to be re-exported every time you’d like to update records, otherwise they cannot be updated.

Here’s a record which is updated successfully. (update the Middle Name as ‘inactive’)

2. For creating new inactive records, you need to follow the steps below:

a) Add the field of status, which you mentioned as StateCode, into the main form of the Entity.

b) Go to Advanced Settings > Settings >Data Management > Templates for Data Import and select the Entity you need to import to download the template.

c) Fill in the template with the data you need to create.

Set the status as inactive.

Set the Account as an inactive account.

d) Import the saved template file. It was possible to import and create it successfully by my attempts.

If your import is still unsuccessful, you can provide me with the corresponding error message as a reference. Here's how to get error messages:

Go to Advanced Settings > Settings >Data Management > Imports

Click on the failed import record.

Find the description of the reason for the failure on the pop-up page.

Also, there is another way to temporarily solve your import failure problem If you need to import inactive records urgently and the above methods do not meet your requirements.

1. Create a field to the entity. For example: ‘isActive’.

2. Add it into the main form of the entity.

3. New a workflow for the app.

If ‘isActive’ = No, change the status of the record as ‘inactive’.

4. Download, fill, save and import the template file as mentioned above. Set the ‘isActive’ as No if you want to deactivate the record.

5. It can be also imported as an inactive record.

Best Regards

Nya
DeVoe1 20 on at

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RE: Unable to import records that are Inactive

So if I follow your reply correctly, you're saying that ALL records have to be imported as "Active" and then I need to go back and update the certain records as "Inactive". Is that correct? If so, why is it that the system won't allow you to import "Inactive" status records given that companies typically have to bring over historical information into Dynamics?

Thanks for your help and clarification above.
gisiquei on at

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RE: Unable to import records that are Inactive

Hi there, potentially this behavior is happening because in an importing process the records are created by Dynamics and the system creates them in an active status. I understand you would need a second step to convert your imported records in inactive status.

Also, the accounts you have probably are not being imported, but they already exist in Dynamics, so the system does not have an action on them, instead of only relate the records that are beingimportedto them.