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Data Map - Multiple Entities and Create Order

Posted on by Microsoft Employee

I am importing to 2 entities from a single spreadsheet

The first entity has to exist before the second is created

How do I enforce this behaviour?

To be specific there is a custom entity that has notes

I want to create a record in the custom entity and then link the notes to it

Currently the import creates the notes first - or it would but they fail as the record in the custom entity is created second

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  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Data Map - Multiple Entities and Create Order

    The issue was that the key linking the entities was allocated on import. In one case I was importing into 4 entities at the same time. The only way to do this was to do 2 imports. The same .csv file was used. The first import was to the entity that allocated the key. The key was then added to the spreadsheet and the imports to the other 3 entities were successful as the allocated key could now be used to link back to the parent entity.

    Hope that makes sense!

  • Verified answer
    Kokulan Profile Picture
    Kokulan 18,048 on at
    RE: Data Map - Multiple Entities and Create Order

    As suggested above, you have to split your import and do the main records import first and then do the custom notes entity records import.

    Please make sure your custom notes entity has the column with the correct lookup field display name and value for each row.

  • Suggested answer
    LuHao Profile Picture
    LuHao 40,872 on at
    RE: Data Map - Multiple Entities and Create Order

    Hi jgwors,

    Did you import these two entity records via Excel?

    If so, then you need to split the Excel into two Excels and import them in order.

    If I misunderstand your needs, please correct me.

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