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Importing Data RRS feed

  • Question

  • Hi,

    I would like to update existing records in CRM using the data import facility. This seems to  work if i use the 'Export To Excel' first ,update the records the spreadsheet and re import.

    My  data would be extracted from a different source and i would like to update existing records (e.g) updating a date in the following example.

    Employee Entity (Data within CRM)

    Name    Type      EmployeeNumber      Date

    Test       Test1       03287363

    Employee Data (Data from different source)

    Name    Type      EmployeeNumber      Date

    Test       Test1       03287363              23/06/2014

    When i upload the above, it complains about duplicates

    Any idea, how i can achieve this please? Please reference to this blog .. 

    http://www.powerobjects.com/blog/2013/08/01/updating-records-in-microsoft-dynamics-crm/

    Many Thanks


    Every day i learn something new.




    Friday, October 24, 2014 11:24 AM

All replies

  • Hi,

    One solution is to export the data from CRM with the option to reimport set, do excel operations to update the correct data and then import the resulting excel file.

    Regards


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

    Friday, October 24, 2014 11:33 AM
  • Thanks Rickard, maybe i am not understanding you ..The 'Import Data' export facility works fine, i can export, amend data in Excel and re-import to update without problems as stated above.

    My data is from a different source and i would like to update existing records.  How do i deal with that situation ?  


    Every day i learn something new.


    Friday, October 24, 2014 12:35 PM
  • Hi,

    This can't be done. If you look at an Excel sheet that's exported, you'll see that the first 3 columns are hidden. These contain values like the record's GUID and it's Modified By field that's used to connect the import with the correct records in the database as well as confirming that the CRM data hasn't been updated since the export was taken.

    There's a couple of solutions to this but they're either complex, messy and time-consuming or they're unsupported.

    Friday, October 24, 2014 3:34 PM
  • The best we to do this would be to export your CRM data the way you already know how to, with the "for reimport" flagged.  Then use something like Vlookup in Excel (http://www.howtogeek.com/howto/13780/using-vlookup-in-excel/) to merge your external data into your CRM Reimport Spreadsheet. Once the spreadsheet you are going to load back into Dynamics CRM has your new data in it, load it like you know how to.

    So now the only thing you need to do is figure out the best way to take your external data and map it to the CRM spreadsheet.  Email address is generally a good unique field to use.


    The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

    • Proposed as answer by Wayne Walton Friday, October 24, 2014 4:21 PM
    Friday, October 24, 2014 4:21 PM
  • For what you are looking to do, I would recommend looking at an integration solution. Try Scribe or Microsoft SSIS.
    • Proposed as answer by Nico-TMVP Sunday, October 26, 2014 12:54 PM
    Sunday, October 26, 2014 12:54 PM