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CRM Import Wizard Issues RRS feed

  • Question

  • I am having some trouble importing csv files into the accounts file using the import wizard. Basically I imported 17,000 client files using the import wizard that contained our parent file. In the account form we have several fields of information one of them being General information that was contained in the parent file import. Another field I want to import is a main contact to the main account form that contains the parent file information. When I run the import wizard I have been getting 1 of 2 errors. When I did the parent import I set ClientID which is our primary key from the old database to the Account (Primary Key) in the CRM. When I go back to import the main contact I select "Account" and then when it maps the Client ID i use the parent account look up and select the account primary key for the clientID information. I either get the error that it cannot find the reference or it creates whole new accounts with empty information except for the contact information instead of importing the contact information into the existing account with the parent file information. I have no clue why it is doing this or how to properly import the contact information into the existing account record into the contact fields. Any help would be gratefully appreciated. Or if you need any further clarifcation on what I am doing I would be happy to provide.

    Thank you,

    Trevor

    Friday, August 10, 2012 9:55 PM

Answers

  • I was able to import my contacts through another method. Basically how you were describing it, I was just envisioning something different (updating an existing account record). Which apparently you cannot do based off the below article.

    "How about update existing? While creating new records with the CRM 2011 Import Wizard is supported, updating existing records isn’t. In case you would like to only import some new fields for existing customers, by using an identifier field like email address or customer number to locate the records to be updated inside the CRM database, you’ll need to look for alternatives to the Wizard."

    Thank you for your help.

    - Trevor

    Monday, August 13, 2012 7:38 PM

All replies

  • You should set your ClientID from old database to a custom (new) field - not the primary key (cause this is the GUID MS CRM will create while creating the recordset). If you then lookup the values of this new field your related lookups should be set correctly

    Carsten Groth http://carstengroth.wordpress.com Microsoft Dynamics Certified Technology Specialist CRM Online 30 Tage kostenfrei testen – http://crm.dynamics.com/de-de/trial-overview

    Saturday, August 11, 2012 7:56 AM
  • Carsten Groth, thank you for your response. I believe I did what you suggested but I am still having some issues. Here are the steps I took. I went in and bulk deleted my initial import of the parent file. Went back and remapped the ClientID to a new field ClientID and I did not map anything to the Account - Primary Key. I imported that successfully with no errors. I then went back to import my main contact for each account, for the ClientID field in my import I mapped it to the Parent Look Up checked the "account" box and mapped it to the ClientID. When I imported the data it created a new account for each record again. Any thoughts on what I am doing wrong? Any help is greatly appreciated.

    Thank you,

    Trevor

    Monday, August 13, 2012 2:09 PM
  • Check your ClientID again. First take a look at the imported accounts (advanced find) and add the column ClientID. Does it contain data? If so: any blanks ?

    If you have blanks at the end, this might cause issues. If not: check your ClientID on contact data to not include any blanks.

    On contact mapping you will have to map parent account field to lookup data on account entity containing your ClientID. This should link your account to the contact.


    Carsten Groth http://carstengroth.wordpress.com Microsoft Dynamics Certified Technology Specialist CRM Online 30 Tage kostenfrei testen – http://crm.dynamics.com/de-de/trial-overview

    Monday, August 13, 2012 5:58 PM
  • I was able to import my contacts through another method. Basically how you were describing it, I was just envisioning something different (updating an existing account record). Which apparently you cannot do based off the below article.

    "How about update existing? While creating new records with the CRM 2011 Import Wizard is supported, updating existing records isn’t. In case you would like to only import some new fields for existing customers, by using an identifier field like email address or customer number to locate the records to be updated inside the CRM database, you’ll need to look for alternatives to the Wizard."

    Thank you for your help.

    - Trevor

    Monday, August 13, 2012 7:38 PM