Hi
Is it possible to import data in an a 1 to many relationship. I have an entity X which is having relationship with opportunity. An opportunity an have X objects associated with it. The data of X and opportunity is already available in excel file and I can import data in both X and Opportunity. But don't know how we can import data such that when I am finished with import it must show X already associated with Opportunity.
Thanks in advance.
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Hi there!
As an alternative to manual export/import data proccess, you may take a look at the service data2crm, it offers automated data migration across CRM systems, as well as precirve relations. Here appsource.microsoft.com/.../magneticone.crm-data-migration;tab=Overview you may find more info.
Thanks guys, I found the solution. It seems similar to one proposed by Aric Levin. Here are details on stackoverflow: stackoverflow.com/.../import-data-from-an-excel-file-in-a-1n-relationship
All you have to do is import the RentRoll data (using Data Import Wizard), and have the opportunityId as one of your parameters. That is in case the opportunities are already in the system.
Naveed,
You only need to enforce the relationship at one end as it's a subgrid and that end is the child end.
The child records (N) need to be bound to the parent.
If you don't already, you need to have a lookup for your Rent Roll to the Opportunity entity and that needs to contain the opportunity {ID}
Rent Roll
{
name: <text>
..
Opportunity: <{OpportunityId}> //lookup
}
Then they will appear. If not, the problem is in your view.
I assume the Rent Roll view your referencing (in Opportunity's Rent Roll subgrid) is _all_ related Rent Rolls, make sure you're not filtering any out.
You absolutely can do it programmatically. I do this using a custom native web application for custom 1 : custom N.
I do as above with no issues.
Disclaimer: I've NEVER done this with bulk upload except for the generic account - contact stuff so I can't help you there.
It seems either I am unable to explain the problem, or might be no one have ever tried that:
Trying to simplify it as much as possible. "Rent Roll" is a custom entity. A opportunity can have multiple rent and rolls. I already have data in "Opportunity" and "Rent Roll". Is there a way by which I can fill the below "Rent Roll" on opportunity details page?
Thanks
I'm not too familiar with the excel importing system in CRM. I use SSIS and KingswaySoft Integration to do my bulk uploads as its does the job quite well.
I think I see what you're getting at. You may need multiple separate bulk uploads.
I don't think you can do it all in one:
1st. Opportunity and Id's for X,Y,Z for each
2nd. X with Opportunity ID {Id}
3rd. Y with Opportunity ID {Id}
4th. Z ..
You have to enforce the relationship at both ends. If this is a pain, you may even be better off doing it programatically with Odata using a deep insert.
msdn.microsoft.com/.../gg328090.aspx
e.g
POST [Organization URI]/api/data/v8.2/accounts HTTP/1.1
Content-Type: application/json; charset=utf-8
OData-MaxVersion: 4.0
OData-Version: 4.0
Accept: application/json
{
"name":"<name from Excel spreadsheet>",
"oppotunityid@odata.bind":"/opportunities(00000000-0000-0000-0000-000000000001)"
}
By 1:1 relationship I mean simple lookup. So X is also looked up with Opportunity (two way relationship).
Yes I can generate two X records and I can associate both of them to opportunity and they are visible over there. But instead of manually associating them I want to import this association information from a XLS (because the opportunity and X records are in thousands and manually associating them will take a lot of time).
Unless i'm missing something. CRM doesn't have 1:1 relationship oob, you would have to do some configuration to make it 1:1.
But lets say for example you added 2 X records and associate them to the same Opportunity. Doesn't that mean that that Opportunity has 2 X records associated to it?
Thanks Thomas,
Yes that creates only one way relationship from X to Opportunity (that is X knows its Opportunity) but it does not show what Xs this opportunity have (1:N relation).
Fro example:
Entity X
--------------------
Name Opportunity
A o1
Opportunity o1
--------------------
Xs: Still empty (List box).
Thanks for your help in advance
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