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Importing Programmatically & Duplicates RRS feed

  • Question

  • I need to import some data which is created on-the-fly based on some other data. Among other things I need to set the "Recipient", "Sender", etc. The issue I am having is that for instance for the "Recipient" I have multiple entities with the same "Full Name". So when I try to import the data it fails. Is there some way I can define the GUID instead of the "Full Name" so the "Recipient" is clearly identified (I can get the GUID based on additional information from the source data).

    Btw, I could create the records directly in my plugin but I am instead creating them through an import so that I can easily check later on and within CRM what data was imported, where there might have been issues, etc.

    Friday, October 4, 2013 10:36 PM

Answers

  • hfaun,

    You can use other columns (fields) that are unique during import.

    See below for example

    When mapping the fields, Click on the Lookup Icon for Parent Customer and then select Account-> Account Number instead of Account Name.


    If my response helps you in finding your answer then please click 'Mark as Answer' and 'Vote as Helpful'


    • Edited by Mamatha Swamy Friday, October 4, 2013 11:12 PM
    • Marked as answer by hfaun Sunday, October 6, 2013 3:53 AM
    Friday, October 4, 2013 11:11 PM