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Import Tool on CRM 4.0 Web client - how should the csv file look like? RRS feed

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    Dear all,

    I try to upload data with the importing tool on CRM 4.0 web client.

    I could do a maping file with the following data inside:

    Internal Account Name,Main Phone,Address 1: City,Primary Contact (look-up),E-mail (Primary Contact),IndustrySector(look-up),ClientClassification(look-up),Country (look-up),AccountRelationship (look-up)

    1.) What should I put in the look-up fields the GUID or the name? How should the file look like? Always colons as separetors I think but anything else?

     

     

    Thanks for the help.

    Zoltán

     

    Tuesday, May 11, 2010 7:11 AM

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    Hi Zoltan,

    When you are populate a lookup field during the import data should be in this format

     

    "entity_name,{record_GUID}" for example: "contact,{60696D5D-4D78-B4E0-6CBEF3DF4906}"

     

    My Dynamics CRM Blog: http://bovoweb.blogspot.com
    Monday, May 17, 2010 9:39 AM

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    csv stands for Comma Separated Values not colons.  The standard used to be commas separating with quotation marks (") around string values.

    Certainly someone has an answer for you, but I gave up trying to import lookups and started writing programs that use the CRMservice.  Slow but at least I could get it done.

    Wednesday, May 12, 2010 3:08 PM
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    Hi Zoltan,

    When you are populate a lookup field during the import data should be in this format

     

    "entity_name,{record_GUID}" for example: "contact,{60696D5D-4D78-B4E0-6CBEF3DF4906}"

     

    My Dynamics CRM Blog: http://bovoweb.blogspot.com
    Monday, May 17, 2010 9:39 AM