Microsoft Dynamics CRM (Archived)

issue with lookup field while importing data from excel

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Posted on by manojd

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Hi All,

i got some weird problem since couple of weeks for one my customers production instance

We have one custom entity called Sales Transaction Line Item

This entity has one lookup field of Account entity (Field name is Customer)

Process is that my customer daily upload the transaction data using excel import feature in this entity, in excel for customer field they have Customer Number (e.g. 1234) which is unique in Accounts entity

Now when they are uploading the excel all records within that excel gets imported successfully but when we open the record in CRM, Customer name field remains blank.

Surprisingly no error during upload & no data on screen (refer below screen shot)

would appreciate reply no this

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Syed Ibrahim 6,257 on at

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hi manoj,

Are you using import template for the data import ?

if that fails, pls try using csv file.

hope this helps.

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manojd 1,397 on at

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Syed,

no i am not using import template, using normal excel file which was working till couple of weeks back but stopped working now

i mean there is no change in the template since start but all of a sudden this issue came up

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Syed Ibrahim 6,257 on at

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Did you find any errors in data import log.? May be lookup reference issue might be.

For a temporary solution you can follow my above suggestion

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manojd 1,397 on at

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No, no error, it shows all records are successful

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Ashish Moradiya 515 on at

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Hi Manoj,

While creating new look up field, Dynamics internally creates two more field (hidden from dynamics portal). confirm the value of hidden field sets perfectly. see image below for more information.

Regards,

Ashish

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manojd 1,397 on at

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Hi Ashish,

forgot to mention, i am using dynamics 365 crm online v8.2 & i don't think i have a option see these hidden field

what i get is only one lookup field under entity & advance search

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Community Member on at

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Hi Manoj,

first thing to check:

Is there some fields with same Label?

Please let me know.

If you found the answer helpful, please mark as Verified

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Thank You & Best Regards

Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com

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manojd 1,397 on at

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Hi Francesco

You mean in excel template? No in excel template I don’t have any column with same name

In entity? Yes in entity I have 2 fields with same display name but differnet field type

Let me try changing that display name & retry it

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Community Member on at

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Hi Manoj ,

you answered yourself:

you need to change the label of the attribute you dont need to import, because crm cant make a decision over two field with same label.

If your import is recursive, you should leave the new name as is, otherwise you could reverse the name to orginal (not suggested...)

Please let me know if you solve.

If you found the answer helpful, please mark as Verified

Join my network on LinkedIn Follow me on Twitter

Thank You & Best Regards

Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com

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manojd 1,397 on at

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Hi Francesco,

As per your suggestion now i am able to import the data from excel using lookup field but still one more field is not working

I had 2 lookup fields

1. Plant Name (Lookup to custom entity)

2. Customer Name (Lookup to account entity)

After changing that display name of Plant Name which was duplicate for me, now it is working for Plant Name but it is still not working for Customer Name

Basically when i import data with customer name it works but when i import data with Unique Code of Account which is also part of quick fine view then its failing that too without error

Any other suggestion???

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