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Customer experience | Sales, Customer Insights,...
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Importing from Excel: The lookup reference could not be resolved

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Posted on by 120

Hello,

We are trying to import quote lines to a specific quote by using an excel template but we can't due to the known error "The lookup reference could not be resolved" in the parent quote column. This quote is a revised one from a previous version meaning it has the same Topic (name) and Quote ID and subsequently we can't use these fields to map on the template and tell the system which quote is the parent.

What's the official solution that is recommended for cases like these and what are possible alternatives that will allow us to import lines to the newly-versioned quote rather than the old one?

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  • Verified answer
    Pradeep Rai Profile Picture
    5,489 Moderator on at

    Hi,

    I tried below way and it worked.

    1. Create one string field on quote entity and populate the quote GUID into. (for all existing you can write power automate to populate the same field).

    2. Now from quote product export the record using newly created string field (i.e. store the quote GUID) and add quote lookup as shown below:

    pastedimage1675686490595v1.png

    3. Now export the records and make your required changes.

    4. Use unified interface to import the same excel file as shown below:

    pastedimage1675686566381v2.png

    5. Now, during mapping review select the new string field which was created on quote entity as shown below:

    pastedimage1675686642835v3.png

    Please try and let me know if you face any issues.

  • Giannis Tsak Profile Picture
    120 on at

    Thank you very much. We indeed had to use the quote guid eventually.

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