locked
lead import problem "unmapped mandatory column" RRS feed

  • Question

  • Hi,

    I am trying to import leads into CRM 4.0. I have built the mapping table and it appears complete. I cannot run it though as I keep getting a message saying "unmapped required column". I then click on the "View Details" link, which opens a mappign results table, which shows the "subject" column as an "unmapped mandatory column".

    The problem is though that there does not appear to be a "subject" column to map to, nor are there any identified unmapped mandatory columns in the map setup. If, however, I check the attributes of the leads table, there is a "subject" column in there, that is displayed as "Topic", and is already mapped.
    Does anyone have any ideas how I can get around this rather showstopping problem?

    Thanks

    John
    Tuesday, January 26, 2010 11:30 PM

Answers

  • hi
    you can do one of  two things:

    1.
    create a cloumn in the csv file for subject and provide a default value like "import" to all of them .Update the datamap and import the records.
    2.
    remove the required flag on the subject attribute in customizations in CRM.
    publish the change and import the records

    Tiaan van Niekerk http://crmdelacreme.blogspot.com Skype:tiaan.van.niekerk1
    Wednesday, January 27, 2010 4:09 AM
  • John!

    There you are. I didn't realise the problem was a small one when you called, thus the disclaimer about working for the man ;) Don't hesitate to follow up if you're still struggling to sort it out, more than happy to help.

    Anyhow, here is the import wizard article link I mentioned:

    http://leontribe.blogspot.com/2008/12/importing-tricks-for-dynamics-crm-30.html

    Good luck.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe
    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Wednesday, January 27, 2010 9:52 AM
    • Marked as answer by Jim Glass Jr Tuesday, February 2, 2010 4:46 PM
    Wednesday, January 27, 2010 9:51 AM

All replies

  • hi
    you can do one of  two things:

    1.
    create a cloumn in the csv file for subject and provide a default value like "import" to all of them .Update the datamap and import the records.
    2.
    remove the required flag on the subject attribute in customizations in CRM.
    publish the change and import the records

    Tiaan van Niekerk http://crmdelacreme.blogspot.com Skype:tiaan.van.niekerk1
    Wednesday, January 27, 2010 4:09 AM
  • John!

    There you are. I didn't realise the problem was a small one when you called, thus the disclaimer about working for the man ;) Don't hesitate to follow up if you're still struggling to sort it out, more than happy to help.

    Anyhow, here is the import wizard article link I mentioned:

    http://leontribe.blogspot.com/2008/12/importing-tricks-for-dynamics-crm-30.html

    Good luck.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe
    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Wednesday, January 27, 2010 9:52 AM
    • Marked as answer by Jim Glass Jr Tuesday, February 2, 2010 4:46 PM
    Wednesday, January 27, 2010 9:51 AM
  • Thanks Tiann and Leon.

    Leon, I have another quick one for you.  When importing emails, I have the "To" and "From" fields set up in my csv as email addresses in the format "first.last@company.com.au" (without the inverted commas).  I am getting an error saying that "the source data is not in the required format".  I would have thought that this was the most basic of email formats and should be accepted, but, alas, no.  Can you please shed some light on this error as it is most annoying!

    Cheers, John
    Thursday, January 28, 2010 10:46 AM
  • From memory those fields are lookups to the records they refer to i.e. contact or account records. There are a couple of other fields on the record where you can store the email addresses though (sender/recipient maybe?).

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe

     


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Thursday, April 22, 2010 1:36 PM
    Thursday, April 22, 2010 1:35 PM