Help with data imports and identifying correct contact RRS feed

  • Question

  • Hi Guys,

    I am looking to import some data from a csv into a table called 'interactions'

    This table is linked to contact via a 1-to-many relationship.

    when I am importing data often I get errors saying that it cant determine which contact to use because we have contacts with the same name.

    Is there anyway I can import data into the 'interaction' table and not only say which contact this is attached to but also provide some more information such as the contacts parent account so that it can identify the correct contact more often and leave me less that I need to add manually?

    Many thanks in advance

    Tuesday, April 28, 2015 1:29 PM

All replies

  • The root cause of the issue is that the primary field for the user record is Name.  And this is the field that is being used to find the record during the import.

    To work around this issue, replace the name of the user in the import file with the GUID of the user.  When you do this, the import is forced to find the user by the GUID.  You don't have to replace all of the names, only the ones you know are duplicate names.

    Jason Peterson

    Tuesday, April 28, 2015 4:27 PM
  • You could also use email address since that is usually easy to manage in a spreadsheet.  I have a blog post that explains how you can specify which fields to search when importing into a lookup field.

    If this post was helpful, please mark as answered.

    Tuesday, April 28, 2015 5:34 PM
  • Hi,

    How do you perform the import, is it with the data import thingy from CRM or some other way?


    Rickard Norström Developer CRM-Konsulterna
    Swedish Dynamics CRM Forum: http://www.crmforum.se
    My Blog: http://rickardnorstrom.blogspot.se

    Wednesday, April 29, 2015 7:14 AM
  • The data import wizard is built into CRM.  You can now place csv files of different entities into a single zipped file to do a sort of pseudo batch import.

    It may be helpful to download a template of the import file for the entity that you want to import.  This can be downloaded within CRM.  The benefit is that you are given the column headings.  And when you hover over a column heading, it tells you the data type it will expect.  I will use the template and just copy and paste the data in from another spreadsheet if I get the data from a user.  The import runs smoother then.

    If you have the resources, there are 3rd party tools such as Scribe that can import data from different sources into CRM.  A bit costly but you can get a trial version to test.  The trial may only be good for 2 weeks.  But it offers the ability to transform data if necessary for the import.

    Jason Peterson

    Wednesday, April 29, 2015 3:23 PM