Import with template for data import

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Wednesday, May 02, 2012 1:58 AM

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I am trying to learn to import two related entities (Real Estate Property and Appliance entities) using template for data import. The entities have a relationship: A property can multiple appliances.

I have created template for Data import under Settings/Data Management. They are as follows:
For Real Estate Property, the excel shows following columns:
Name, Owner

Property1, owner1

Property2, owner1

Property3, owner1
For Appliance, the excel shows following columns:
Name, Owner

Applance1, owner1 // Belong to Property1

Applance2, owner1 // Belong to Property1

Applance3, owner1 // Belong to Property2

Applance4, owner1 // Belong to Property3

I have put a subgrid of appliance within the Real Estate Property form. This creates a 1:N relationship between property and appliance.

However, I just not sure how I can import the relationship between Property and Appliance if I simply fill in the templates and perform imports (Import property entity, then import appliances).

I have not able to find any reference for that. Any help will be appreciated.
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Wednesday, May 02, 2012 2:26 AM

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Hi,

When you import appliances, also add 3rd field in the appliance template. This 3rd field in the appliances excel sheet will contain the Real estate property name.

Since the relationship is already defined in CRM. So after the imports, the appliances will automatically appear in the sub grids of the real estate properties.

I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.
Ashish Mahajan, CRM Developer, CSG (Melbourne)
My Personal Website: http://www.ashishmahajan.com
My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm

My Linkedin:

My Twitter: https://twitter.com/#!/ashishmahajan74
- Proposed As Answer by Ashish Mahajan Australia (Architect) Wednesday, May 02, 2012 2:26 AM
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Wednesday, May 02, 2012 6:56 PM

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Am I correct that the 3rd field I added in the Appliance Entity records should be the Primary field of RealEstateProperty?

How about if I would like a different field (e.g. propertyID) in the RealEstateProperty to be added into the Appliance Entity records.

Can I do that? What relationship do I need to create and how? Thanks.
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Tuesday, May 08, 2012 1:35 PM

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Hi Irene,

When importing you can only have the primary field in the appliances template (file).

This is the primary field of the entity real estate property. This field will link the appliances to the property.

I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.
Ashish Mahajan, CRM Developer, CSG (Melbourne)
My Personal Website: http://www.ashishmahajan.com
My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm

My Linkedin:

My Twitter: https://twitter.com/#!/ashishmahajan74
- Proposed As Answer by Ashish Mahajan Australia (Architect) Tuesday, May 08, 2012 1:35 PM
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Monday, May 14, 2012 9:02 AM

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Hi Irene,

If any of the responses answered your question and you are satisfied, please mark those responses as an answer and vote them as helpful. This will help others to search on similar problems.

Thanks in advance.
Ashish Mahajan, CRM Developer, CSG (Melbourne)
My Personal Website: http://www.ashishmahajan.com
My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm

My Linkedin:

My Twitter: https://twitter.com/#!/ashishmahajan74
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