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Microsoft Dynamics CRM (Archived)

Duplication Detection during Data Import

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Posted on by 985

I'm an employee at an accounting firm and they have asked me to have a go at changing their marketing database from a number of excel spreadsheets in to Dynamics CRM. I have created a .csv with all the propective clients have been attempting to import them.

I have to import thousands of leads in to the marketing section but i want to keep the duplicates as some are  head office contacts and some are just normal offices. At present I have 0 leads in the marketing section but when I import the data from the .csv file and check the data import log it says there have been a number of failures for the following reason, 'A record was not created or updated because a duplicate of the current record already exists.'

I went in to data duplication settings and unchecked the box for enabling data duplication during data import yet the problem still persists.

Why is this happening?

Thanks

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  • Verified answer
    Gus Gonzalez Profile Picture
    27,113 on at

    Jonathan,

    When you perform the import, the last step of the wizard asks you if you would like to import duplicates. Change the default from No to Yes and see if that works.

  • Jonathan Gough Profile Picture
    985 on at

    ***

  • Jonathan Gough Profile Picture
    985 on at

    Thanks for the quick reply Gus.

    What you said worked, i cant believe i kept missing that bit, was staring me in the face the whole time!!

    Ill probably have quite a few more questions as the weeks go on as im pretty new to Dynamics

  • Gus Gonzalez Profile Picture
    27,113 on at

    I'm glad that worked Jonathan...if you have any other questions in the future feel free to post them here and we'll help you out! :)

    Good Luck!

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