Importing Accounts into CRM
- I am trying to import Accounts into CRM. It keeps throwing me an error message that says this:
The number of fields differs from the number of column headings.
Help!
Answers
- Hi Kimbo,
Here's what i'd recommend:
A. Prepare your Accounts file: In your excel file, rename all of your columns so they match the crm colum names exactly. If you have more than half a dozen columns, here's what I'd suggest: Create an advanced find with column you will be importing, then export to excel just so you get the exact colum names.
B. Import your contacts file: If the columns all match a valid crm column, there will be no need to create mapping file. CRM will automap the fields. In addition, lookup column such as 'parent account', will work just fine too.
Alex Fagundes - www.PowerObjects.com- Proposed As Answer byAlex Fagundes - PowerObjects Friday, October 30, 2009 7:22 PM
- Marked As Answer byJim Glass MSFTOwnerTuesday, November 03, 2009 4:49 PM
- Don't forget required fields. For instance the only "Required" field for the Account Entity is "Account Name". That being said it's also important to review the data for issues.
- Proposed As Answer byCurt Spanburgh MVP ModeratorMVPFriday, October 30, 2009 9:13 PM
- Marked As Answer byJim Glass MSFTOwnerTuesday, November 03, 2009 4:49 PM
All Replies
- Hi Kimbo,
Here's what i'd recommend:
A. Prepare your Accounts file: In your excel file, rename all of your columns so they match the crm colum names exactly. If you have more than half a dozen columns, here's what I'd suggest: Create an advanced find with column you will be importing, then export to excel just so you get the exact colum names.
B. Import your contacts file: If the columns all match a valid crm column, there will be no need to create mapping file. CRM will automap the fields. In addition, lookup column such as 'parent account', will work just fine too.
Alex Fagundes - www.PowerObjects.com- Proposed As Answer byAlex Fagundes - PowerObjects Friday, October 30, 2009 7:22 PM
- Marked As Answer byJim Glass MSFTOwnerTuesday, November 03, 2009 4:49 PM
- Don't forget required fields. For instance the only "Required" field for the Account Entity is "Account Name". That being said it's also important to review the data for issues.
- Proposed As Answer byCurt Spanburgh MVP ModeratorMVPFriday, October 30, 2009 9:13 PM
- Marked As Answer byJim Glass MSFTOwnerTuesday, November 03, 2009 4:49 PM
