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CRM - Importing notes to an Account RRS feed

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    Hi

    I am working with CRM 4.0 and would like to load notes into our Accounts.  We have it working for our contacts but cannot get the import working for an Account.
    I am using Regarding (UID), Description, IS Document and Title columns.  I select Note when using the import wizard.  I have used Yes & No for the IS Document and UID and account name in the regarding column without success.

    Hopefully I am missing something :-)
    Wednesday, July 8, 2009 2:10 PM

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    Copy the exact name of the Account you are trying to link to and try that.  If it doesn't work, try the Data Migration Manager.  If you have Scribe Software, you can use that tool instead and it should work very easily.
    Best Regards, Donna
    Wednesday, July 8, 2009 4:08 PM

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    Do your header names match exactly to the Display Name of the field you are trying to import?  The best way to ensure that is to use Advanced Find and build a query with the exact fields from your file.  Run the query and export it, then copy the header of the exported data and use that as the header of your import file.

    Build a test file import with just one row of data and see if you can get it to work.  You do need to ensure that your import file contains all required fields on the note form.

    Also, some people have had challenges importing Notes using the Import tool in CRM so you might need to use the Data Migration Manager instead if you are not using it.  Take a look at this post for more information

    Best Regards, Donna
    Wednesday, July 8, 2009 2:56 PM
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    Hi Donna

    As I am only trying to import Notes I copied the same format I have tested when adding notes to a contact which works.

    header names:
     
    Regarding Is Document Title Description
    		   

    The Regarding column had the Parent Customer name in for a contact but I have changed this to the Account name or UID and still it fails.
    failure is reported as Regarding: The lookup reference could not be resolved.
    When I did an advanced find all I can see is Title and description.

    thanks
    Wednesday, July 8, 2009 3:25 PM
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    Copy the exact name of the Account you are trying to link to and try that.  If it doesn't work, try the Data Migration Manager.  If you have Scribe Software, you can use that tool instead and it should work very easily.
    Best Regards, Donna
    Wednesday, July 8, 2009 4:08 PM
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    For anyone still struggling with this I found that you can only import Notes and link them to a record such as Account, Contact etc if you use an automatic datamap and not one that you have built yourself. 

    This link explains this in more detail (http://www.dynamicscare.com/blog/index.php/using-the-native-crm-40-import-with-automatic-data-mapping/) 

    If you ensure that when you create your .csv file that you have all the columns headings the exact match to the attribute name in Notes and especially that the Account Name not GUID (or whatever value you are linking it to) is in a column called 'Regarding'.  I found that when you do an export it calls the column something like Regarding (Account) which it will not match.  You must also add a column for Object Type in which you need to add the Type of record e.g. 'Account' (see attribute picklist for exact values.

    This is an example of the .csv that loaded for me and when I selected the file the datamap was set to automatic and every loaded correctly!

    Regarding,Object Type,Title,Description,File Name,File Size (Bytes),Is Document
    Acme Ltd,Account,Note,This is the Note description.,,,No

    Good Luck!

    Friday, October 22, 2010 1:31 PM