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Customer Service forum

Import of Contact with CompanyName field in import excel fails for a BR on a custom lookup value validation

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Posted on by 5

In Contact we have a custom lookup 'Country' and the BR at entity level validates: if Adress1 (composite field) has data and Country has no data, then show error message 'Country can not be empty'.

This validation works fine for a Contact Create from CRM UI and also using org service. But during import of Contact when we download the import template and try to put values for Address1 and Country along with FirstName and SurName, the import fails with the BR validation message 'Country can not be empty', even though we provided value for Country.

Up on investigating further, found that if Company Name is part of import excel, all the lookups are null during create pipeline and a separate update is being triggered for the lookup values to populate.

If we remove the Company Name Column from the import excel, then the import works fine. But we can't ask the users to delete the Company Name from the import excel everytime they download the template.

Also the field is needed in the form. Since its added on form, it automatically appears in the download template. Please help us in fixing this issue. Thanks in advance.

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  • LuHao Profile Picture
    40,892 on at
    RE: Import of Contact with CompanyName field in import excel fails for a BR on a custom lookup value validation

    Hi Teja,

    I simulated your process in my environment and didn't encounter this problem.

    Business rules are only triggered when the form is opened, importing contacts should not trigger business rules.

    Did you open the contact form when importing contacts?

  • Teja Jvss Profile Picture
    5 on at
    RE: Import of Contact with CompanyName field in import excel fails for a BR on a custom lookup value validation

    Thanks for the Response. The BR is at entity level. we want it to trigger server side even during import, or org service create/update. So, it will trigger even when we import the data. I simulated the same even by creating an online trail version.

  • Tamil Selvam S Profile Picture
    5 on at
    RE: Import of Contact with CompanyName field in import excel fails for a BR on a custom lookup value validation

    Tried this in CRM 8.2 version with new vanilla version on premise as well as online same issue. This problem with only OOTB import both with CSV and downloaded template having company field in it. But in case of CSV if we uncheck Company field mapping for contact (ie., for company name field keeping mapping to Account alone) it imports fine. Looks to be a product bug. Anyone else confirm as well please. So that to raise ticket with MS.

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