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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to Update Lead Sou...
Customer experience | Sales, Customer Insights,...
Suggested Answer

How to Update Lead Source in Contacts by Data Import

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Posted on by Oksi Dfan 10

Hi, 

I'm trying to update the existing contacts in the Dynamics 365 CRM and want to assign them to an existing Lead Source with the Import Data. I receive partial import and I don't know what is the reason. Some contacts were updated with the needed Lead source, others not. 

I have uploaded a screenshot of my import.  I don't want to create duplicates and don't want to export and upload contacts again. I want to update their information. Please help me out. 

Screenshot-2020_2D00_11_2D00_24-131540.png 

I have the same question (0)
  • cloflyMao Profile Picture
    cloflyMao 25,210 on at

    Hi Oksi,

    Have you checked error message that why some of contacts didn't get update?

    Regards,

    Clofly

  • Oksi Dfan Profile Picture
    Oksi Dfan 10 on at

    I'm getting 0x80040333 code and message "A record was not created or updated because a duplicate of the current record already exists."

    Though, I want to update the field "Lead Source". There were 27 successful and 344 unsuccessful imports. As you can see from my screenshot 27 contacts were updated. All of these contacts already exist in our CRM. I want to update information in a particular field - Lead Source - and assign these contacts to different Lead Sources (that I created in the CRM before).

  • Oksi Dfan Profile Picture
    Oksi Dfan 10 on at

    Hi Clofly, 

    I still have the same problem. I appreciate your help.

    Below I'm sharing again the error message I receive. 

    "I'm getting 0x80040333 code and message "A record was not created or updated because a duplicate of the current record already exists."

    Though, I want to update the field "Lead Source". There were 27 successful and 344 unsuccessful imports. As you can see from my screenshot 27 contacts were updated. All of these contacts already exist in our CRM. I want to update information in a particular field - Lead Source - and assign these contacts to different Lead Sources (that I created in the CRM before)."

  • Suggested answer
    cloflyMao Profile Picture
    cloflyMao 25,210 on at

    Hi Oksi,

    Try disabling duplicate detection rules for both Contact and Lead.

    https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/227186/re-import-not-working-crm-2016

    https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/156549/reimporting-edited-contacts/368435

    Regards,

    Clofly

  • Oksi Dfan Profile Picture
    Oksi Dfan 10 on at

    Thank you!

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