locked
'Enrich data by updating records rather than creating new records' option not shown in Import tool RRS feed

  • Question

  • I have exported Company records into a dynamic worksheet and have then updated the records in an excel and moved the column with the Guids to the far left and named it Account. I have then saved the file in CSV format. However when I then come to use the inbuilt CRM Import tool I do not get the option to,

    'Enrich data by updating records rather than creating new records'

    Can anyone explain why?

    I can confirm that the CRM environment is on the latest rollup.

    Tuesday, November 6, 2012 10:37 AM

Answers

  • Have realised the option doesn't appear because we have renamed the Entity to Company but the Primary Entity is still called Account.
    • Marked as answer by Roger Welsby Tuesday, November 6, 2012 11:07 AM
    Tuesday, November 6, 2012 11:07 AM

All replies

  • Have realised the option doesn't appear because we have renamed the Entity to Company but the Primary Entity is still called Account.
    • Marked as answer by Roger Welsby Tuesday, November 6, 2012 11:07 AM
    Tuesday, November 6, 2012 11:07 AM
  • I'm not absolutely certain of this, but I believe the update option depends on the Guids being the first column, and not having been renamed. Otherwise, how could the import routine know that you'd moved and renamed the column ?

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Tuesday, November 6, 2012 11:08 AM
    Moderator