Skip to main content

Notifications

Announcements

Check out the New Agent Creator Community
Announcing new navigation menus and the Engage with the Community forum!
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Import into a lookup f...
Microsoft Dynamics CRM (Archived)

Import into a lookup field?

(0) ShareShare
ReportReport
Posted on by Community Member

Hi All,

I am attempting to import date from an 'Accounts_Template_Export' form but I am having some difficulties.

There are around 900 lines on the sheet.
There are around 50 company names
The unique 50 companies above have a 3 letter short parentcode that we would like them to link too.

When I attempt to import this data, the 'parentaccountid' field says that is a lookup and therefore it errors during the import. 
Quite simply, all I want to do is to import the data into the appropriate field without it trying to lookup.  So that each company name has an appropriate 3 letter short code.
What am I doing wrong? 

Help greatly appreciate.

*This post is locked for comments

  • Community Member Profile Picture
    Community Member on at
    RE: Import into a lookup field?

    Ok, so on reflection and looking again I do not think I explained very well.

    Essentially, I am looking to change the 'quick search' box so that it looks at a different field or multiple fields.  In the example of 'accounts' it appears to be looking up the Company Name rather than the 3 letter code I setup.  Is this customisable?

    I found this which seems to indicate that it may not be possible to have multiple fields searched out of the box : crmbook.powerobjects.com/.../searching-crm

  • Community Member Profile Picture
    Community Member on at
    RE: Import into a lookup field?

    Oh I think I understand.

    I will take a closer look.

    Thanks Jason!  about to put another question up!

  • jlattimer Profile Picture
    jlattimer 24,560 on at
    RE: Import into a lookup field?

    Look at step 6 in the blog post :)

  • Community Member Profile Picture
    Community Member on at
    RE: Import into a lookup field?

    Sorry, one new question.

    I have the new field created and imported the data but when I use the search tool, it appears to be searching based on company name and not the 3 letter company code.  Is it possible to adjust the what the search field looks at so that it picks up the 3 letter company code?

  • Community Member Profile Picture
    Community Member on at
    RE: Import into a lookup field?

    Exactly what I am trying to do.

    Thanks!

  • Verified answer
    jlattimer Profile Picture
    jlattimer 24,560 on at
    RE: Import into a lookup field?

    If you are trying to import text into a lookup field that won't work - the value needs to relate back to another record. Otherwise you'd need to use a different field.

    If you are trying to do a lookup based on the 3 character code, have a look at this blog post - it should help you set up a mapping for a lookup field:

    http://www.powerobjects.com/blog/2011/12/15/importing-lookup-values-using-crm-2011-data-import-wizard/

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Check out the New Agent Creator Community
Announcing new navigation menus and the Engage with the Community forum!

Quick Links

Jainam Kothari – Community Spotlight

We are honored to recognize Jainam Kothari as our June 2025 Community…

Congratulations to the May Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

Leaderboard >

Last month Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans