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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Import question
Customer experience | Sales, Customer Insights,...
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Import question

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Posted on by River 157

I am trying to import an excel file with values to the opportunity entity.

The file has 2 colums with values.

Column A consists of numbers that is a "policy number" that identifies the customer. These policy numbers are also present in a field in the opportunity entity's records

Column B consists of new numeric values that is not in our CRM yet  (it is the customers invested amount). I have created a field on the opportunity records that should get filled with these values.

I want the import job to add the values in Column B to the empty fields on the records that matches the policy number (Column A) with the policy numer that is already present on the records.

I want the values in column A to be the "key" for the matching so to speak...

However, when I tried this, the import adds new records instead with the values in columns A and B, even though I marked that I don't want duplicates.

Any suggested solution? Thanks in advance

I have the same question (0)
  • Suggested answer
    Jessica Weissman Profile Picture
    Jessica Weissman 110 on at

    You need to export the table to Excel.  Export only the columns you want, i.e. Column A and Column B.  

    Dynamics includes three columns in the export that identify the record you want to update.  Without those, it can't identify the item you want to update. so all imported items are considered nonduplicate.

    Update Column B with the values you want to import, each in the line that includes the correct Column A.

    It may seem counterintuitive that you have to export before you import, but that's how it works.

  • Suggested answer
    Yoshika Suzuki Profile Picture
    Yoshika Suzuki Microsoft Employee on at

    What about using alternate keys? This is how alternate keys and duplicate record detection work.

    learn.microsoft.com/.../import-data

  • Suggested answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,119 Moderator on at

    Hi River,

    In other words, I can say you want to update opportunity records. You have the Policy number against each record of the opportunity but not the numeric value or customer invited amount. Your steps should be similar to the below:

    1. Create a personal view.
    2. Apply filters in that view. Let us say the policy number contains data.
    3. Your view should contain two columns only:
      1. Policy number
      2. Numeric value or customer invited amount.
    4. From the main command bar
      1. Use the Open in Excel Online feature
      2. Put numeric values against the policy number and click on save 
        1. or
      3. Static Worksheet
      4. Open the downloaded excel file
      5. Put numeric values against the policy number
      6. Reimport the file
  • Elijah Stownton Profile Picture
    Elijah Stownton 192 on at

    Try the Skyvia app. It can import CSV files into Dynamics data without coding. Read more here.

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