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Import Data RRS feed

  • Question

  • hey,

    I want to insert a lot of data from my company into Dynamics 365.

    can someone guide me how to import, export and edit template so the template from D365 is compatible with my company's template.

    Thanks 

    Monday, June 5, 2017 8:07 AM

Answers

  • Hauw,

    I see that you have merged cells inside (like vertical under the "Product" header and "Company" at the top).

    Try to unmerge those cells and convert your file to usual table. If it would not works I would recommend to save that file as CSV.


    Dynamics CRM/Business Solutions MVP
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    Tuesday, June 6, 2017 12:05 PM
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All replies

  • HI,

    Download data template from Dynamics 365 in excel and insert your data in that than import data.


    Hope this helps. ----------------------------------------------------------------------- Santosh Bhagat If this post answers your question, please click "Mark As Answer" on the post and "Vote as Helpful"

    Monday, June 5, 2017 10:03 AM
  • Hello,

    Actually you don't need any kind of template. Template can be needed when you want to export, update and then reimport data back. For your case standard import should be enough - https://www.microsoft.com/en-us/dynamics/crm-customer-center/import-accounts-leads-or-other-data.aspx


    Dynamics CRM/Business Solutions MVP
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    Monday, June 5, 2017 11:26 AM
    Moderator
  • I've follow the steps on link gave me. but an error occured.

    Thanks

    • Edited by Hauw Indra Tuesday, June 6, 2017 2:30 AM
    Tuesday, June 6, 2017 2:21 AM
  • hi, i've tried it but there's an error like this

    Thanks

    • Edited by Hauw Indra Tuesday, June 6, 2017 2:30 AM
    Tuesday, June 6, 2017 2:29 AM
  • I've follow the steps on link gave me. but an error occured.

    Thanks

    Please provide couple of lines from your file and screenshots of what you're doing step-by-step.

    Dynamics CRM/Business Solutions MVP
    Read My blog

    Tuesday, June 6, 2017 2:39 AM
    Moderator
  • So, actually I wanted to import account list from my company to D365 account list.

    And here's what I've done

    and then I choose the file to upload

    here's the screenshots of account list file(format: xlsx).

    • Edited by Hauw Indra Tuesday, June 6, 2017 5:06 AM
    Tuesday, June 6, 2017 5:01 AM
  • Hauw,

    I see that you have merged cells inside (like vertical under the "Product" header and "Company" at the top).

    Try to unmerge those cells and convert your file to usual table. If it would not works I would recommend to save that file as CSV.


    Dynamics CRM/Business Solutions MVP
    Read My blog

    Tuesday, June 6, 2017 12:05 PM
    Moderator
  • Andrii,

    An error has occured. I've tried 3 times but still error(format .CSV).

    here's the error when I tried with .xlsx

    And here's the file that I've unmerged

    Is it because I don't match the D365 template or list view table?

    Shouldn't I export the template from account D365 first and insert data into that table then import it back?

    Thank you Andrii.

    Wednesday, June 7, 2017 2:39 AM
  • Again, template is used when you want to update existing records. Not when you just import data.

    Can you please provide example (couple of lines) from your CSV file?


    Dynamics CRM/Business Solutions MVP
    Read My blog

    Wednesday, June 7, 2017 3:02 PM
    Moderator
  • Hey Indra,

    I can suggest you one our products CRM Port for importing data. It is a window tool, that can import, update and delete records from CRM entities.

    It works with all the types of CRM.

    Please find and download it from the following url: http://crmport.osmosys.asia/


    Jugal Kishore Dandamudi.

    Thursday, June 8, 2017 7:24 AM
  • Sorry for late reply.

    I've upload it above.. 

    Thanks Andrii :)

    Friday, June 9, 2017 6:31 AM
  • Can you please provide text appearance of this file like when you open it with notepad or other text editor?

    Dynamics CRM/Business Solutions MVP
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    Friday, June 9, 2017 6:42 AM
    Moderator
  • What is thiss?? Lol.. :D

    Thanks Andrii

    Friday, June 9, 2017 10:15 AM
  • I believe this is the reason why you get this error. Try to save your files as CSV.

    Dynamics CRM/Business Solutions MVP
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    Friday, June 9, 2017 1:26 PM
    Moderator
  • Hello Andrii,

    I just tried uploading the csv file but there still an error.

    what to do with this error?

    Thanks Andrii

    • Edited by Hauw Indra Monday, June 12, 2017 4:17 AM
    Monday, June 12, 2017 3:18 AM
  • Can you please provide couple of first lines from file?

    Dynamics CRM/Business Solutions MVP
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    Monday, June 12, 2017 3:50 PM
    Moderator
  • Hello Andrii,

    I've successfully import the data.

    thank you so much :D.

    Tuesday, June 13, 2017 2:15 AM
  • Hello Andrii,

    I've successfully import the data.

    thank you so much :D.

    Feel free to close thread marking replies that helped as answers.

    Dynamics CRM/Business Solutions MVP
    Read My blog

    Tuesday, June 13, 2017 2:49 AM
    Moderator