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Populating lookup field during import so it links to other record in CRM RRS feed

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    I have succesfully imported several thousends of 'Person' records in my CRM system. Now I want to import the Accounts associated with them, which is easy enough, however, I cannot seem to populate a lookup field (called 'Primary contact') in a 'Account' record so that it links to the 'Name' field from the 'Person' record.

    As an example: I have a 'Person' record with 'Name' John Doe. While making a new 'Account' record (called John Doe's Company) I want the lookup field 'Primary contact' to link to the 'Person' record called John Doe.

    Any help with this would be greatly appreciated!

    Thursday, August 19, 2010 7:03 AM

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    Did you try Automatic Data Mapping
    Mahain : http://mahenderpal.wordpress.com
    Thursday, August 19, 2010 9:24 AM
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    Hi Matthijs, if you are using a custom data map CRM will not populate lookup fields; you need to use an automatic map. The good news is that there should be no need to create a custom data map. If you account file's column heading are an exact match for the attribute names in CRM, then CRM will automatically map the columns to the attributes and populate the lookups.

    For example, if the CRM attribute is called Account Name but the column in your import file is called Company Name then you'll need to create a custom map. Instead, if you change the column heading from Company Name to Account Name, CRM will automatically map the column to the correct attribute. Make sure all the columns have the correct heading and you won't need a custom map. 

    Hope this helps?

    Neil Benson, CRM Addict and MVP at Customery Ltd.You can reach me on LinkedIn or Twitter.

    Thursday, August 19, 2010 9:26 AM
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    You can put John Doe in the Primary Contact column in the account import file. If there is more than one record for a contact called John Doe, you'll need to use the GUID without the curly braces (e.g. 3591CE5A-EE6F-DF11-A484-005056881252).

    Neil Benson, CRM Addict and MVP at Customery Ltd.You can reach me on LinkedIn or Twitter.

    Thursday, August 19, 2010 9:14 AM
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    Thankyou for your answer. Ive tried this already but it does not work.

    My exact steps: Create a datamap which links the Primary contact column to the Primary contact lookup field (among others ofcourse) and I imported my CSV file. When I looked at the imported accounts they were created but the Primary contact field stayed empty. I will experiment more meanwhile.

    Thursday, August 19, 2010 9:20 AM
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    Did you try Automatic Data Mapping
    Mahain : http://mahenderpal.wordpress.com
    Thursday, August 19, 2010 9:24 AM
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    Hi Matthijs, if you are using a custom data map CRM will not populate lookup fields; you need to use an automatic map. The good news is that there should be no need to create a custom data map. If you account file's column heading are an exact match for the attribute names in CRM, then CRM will automatically map the columns to the attributes and populate the lookups.

    For example, if the CRM attribute is called Account Name but the column in your import file is called Company Name then you'll need to create a custom map. Instead, if you change the column heading from Company Name to Account Name, CRM will automatically map the column to the correct attribute. Make sure all the columns have the correct heading and you won't need a custom map. 

    Hope this helps?

    Neil Benson, CRM Addict and MVP at Customery Ltd.You can reach me on LinkedIn or Twitter.

    Thursday, August 19, 2010 9:26 AM
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    Thanks Mahender and Neil,

    I will try automatic mapping later today and report back! Currently im in the process of adding new atributes to some entities so that will take me a while.

    -Matthijs

    Thursday, August 19, 2010 9:39 AM