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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Updating/importing Lar...
Microsoft Dynamics CRM (Archived)

Updating/importing Large Amounts of Records

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Posted on by UncleSpeezy 100

Hi Everyone,

I have a quick question. MS Dynamics CRM 2016 Online

What is best practice to "import data to a new field on an existing account records"  for a large amount of accounts. I have an excel file of the accounts with account number as unique identifier and the data I would like to import onto that accounts record..... I feel like there should be an import tool with account number lookup... but there is not to my knowledge..

It is more than 10k records so I cannot just export to excel and vlookup and re-import - (unless, to my understanding, I call Microsoft and get them to enable exporting more than 10k records, which I might have to do).

Any suggestions?  Thanks!

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I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    New field is of what type ?

    You can create a utility which will update your field with the data you want to update it.

  • Suggested answer
    nghieppham Profile Picture
    nghieppham 4,755 on at

    Hi CRMGuy,

    You can write 1 middle ware application for importing data.

    1. You can use UpSert - new message for CRM 2016, it is very helpful for importing data.

    2. Combine UpSert with SSIS package (In case you are using CRM Onpremise)

    Regards,

  • Verified answer
    UncleSpeezy Profile Picture
    UncleSpeezy 100 on at

    Thank you for the responses....

    Bhavin,

    The data field is a Currency Field for importing previous year sales data. Could you elaborate on how you would go about creating this utility or point me to some documentation. Thanks.

    Pham,

    Thank you for the suggestion - do you have any documentation as I am not familiar with this UpSert message. I looked at msdn documentation, however I was wondering if you knew a blog out there to walk me through the process.

    many thanks,

    CRMGuy

  • Verified answer
    nghieppham Profile Picture
    nghieppham 4,755 on at

    Hi CRMGuy,

    Please check this sample msdn.microsoft.com/.../dn996871.aspx

    you also can look for 1 sample in sdk folder

    Regards,

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