Dynamics 365 9.1 - Import data from excel for external entity
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I'm trying to import data describing contacts from excel file.
Under my Contact entity Iv'e created a relationship to a new customized entity (Source).
How can I import data about my contacts from excel file including the Source which is a different entity Iv'e created?
When I import the data, there's no option to mention that the Source field is a lookup to another entity.
Thanks everyone,
Idan
dynamics-crm microsoft-dynamics dynamics-crm-2013 dynamics-crm-365
asked Nov 24 '18 at 9:55
user1420373user1420373
183
add a comment |
I'm trying to import data describing contacts from excel file.
Under my Contact entity Iv'e created a relationship to a new customized entity (Source).
How can I import data about my contacts from excel file including the Source which is a different entity Iv'e created?
When I import the data, there's no option to mention that the Source field is a lookup to another entity.
Thanks everyone,
Idan
dynamics-crm microsoft-dynamics dynamics-crm-2013 dynamics-crm-365
asked Nov 24 '18 at 9:55
user1420373user1420373
183
add a comment |
I'm trying to import data describing contacts from excel file.
Under my Contact entity Iv'e created a relationship to a new customized entity (Source).
How can I import data about my contacts from excel file including the Source which is a different entity Iv'e created?
When I import the data, there's no option to mention that the Source field is a lookup to another entity.
Thanks everyone,
Idan
dynamics-crm microsoft-dynamics dynamics-crm-2013 dynamics-crm-365
asked Nov 24 '18 at 9:55
user1420373user1420373
183
I'm trying to import data describing contacts from excel file.
Under my Contact entity Iv'e created a relationship to a new customized entity (Source).
How can I import data about my contacts from excel file including the Source which is a different entity Iv'e created?
When I import the data, there's no option to mention that the Source field is a lookup to another entity.
Thanks everyone,
Idan
dynamics-crm microsoft-dynamics dynamics-crm-2013 dynamics-crm-365
dynamics-crm microsoft-dynamics dynamics-crm-2013 dynamics-crm-365
asked Nov 24 '18 at 9:55
user1420373user1420373
183
asked Nov 24 '18 at 9:55
user1420373user1420373
183
asked Nov 24 '18 at 9:55
user1420373user1420373
183
asked Nov 24 '18 at 9:55
user1420373user1420373
183
asked Nov 24 '18 at 9:55
user1420373user1420373
183
183
add a comment |
add a comment |
2 Answers
2
active
oldest
votes
When you set up your Contact import file you can add a column to identify the Source. The most obvious options would be the name or the ID.
Here's an example of adding the Account name to a Contact import:
When you do the mapping, you can tell it which field on the Source entity to map to. In the above example, it maps to Account Name.
answered Nov 24 '18 at 12:33
AronAron
2,40831019
Thanks Aron. What if I needed to keep more than one source? Your solution helps me saving a specific source for a contact, but it may be necessary to add another source in the future to that contact (not by import, from crm itself).
– user1420373
Nov 24 '18 at 12:47
If Source is a lookup on the Contact entity, then you can only have one at a time. If you want multiple Sources per Contact, you'll likely need a many-to-many (N:N) relationship between Contact and Source. You can use the out-of-box N:N relationship, or if the relationship requires some additional info, you can create your own linking entity.
– Aron
Nov 24 '18 at 12:53
But if I use a many-to-many relationship between Contact and Source, how do I import a source from excel file?
– user1420373
Nov 24 '18 at 13:01
I've never used the bulk import tool to import data to an OOB N:N so you'd have to research whether that's possible. If you use a custom linking entity, you can import to it like any other entity, populating both the Contact and Source lookups via name or id.
– Aron
Nov 24 '18 at 13:57
add a comment |
During the import, lookup fields will take the right related value by searching the Name of that record like:
CustomerId(string);CountryId(lookup);
exampleCustomerId; Italy;
Italy is the name of that specific record.
Relationship is automatically solved.
Hope it helped :)
answered Dec 4 '18 at 16:37
Davide CerquaDavide Cerqua
11
add a comment |
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2 Answers
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active
oldest
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2 Answers
2
active
oldest
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active
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active
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votes
When you set up your Contact import file you can add a column to identify the Source. The most obvious options would be the name or the ID.
Here's an example of adding the Account name to a Contact import:
When you do the mapping, you can tell it which field on the Source entity to map to. In the above example, it maps to Account Name.
answered Nov 24 '18 at 12:33
AronAron
2,40831019
Thanks Aron. What if I needed to keep more than one source? Your solution helps me saving a specific source for a contact, but it may be necessary to add another source in the future to that contact (not by import, from crm itself).
– user1420373
Nov 24 '18 at 12:47
If Source is a lookup on the Contact entity, then you can only have one at a time. If you want multiple Sources per Contact, you'll likely need a many-to-many (N:N) relationship between Contact and Source. You can use the out-of-box N:N relationship, or if the relationship requires some additional info, you can create your own linking entity.
– Aron
Nov 24 '18 at 12:53
But if I use a many-to-many relationship between Contact and Source, how do I import a source from excel file?
– user1420373
Nov 24 '18 at 13:01
I've never used the bulk import tool to import data to an OOB N:N so you'd have to research whether that's possible. If you use a custom linking entity, you can import to it like any other entity, populating both the Contact and Source lookups via name or id.
– Aron
Nov 24 '18 at 13:57
add a comment |
When you set up your Contact import file you can add a column to identify the Source. The most obvious options would be the name or the ID.
Here's an example of adding the Account name to a Contact import:
When you do the mapping, you can tell it which field on the Source entity to map to. In the above example, it maps to Account Name.
answered Nov 24 '18 at 12:33
AronAron
2,40831019
Thanks Aron. What if I needed to keep more than one source? Your solution helps me saving a specific source for a contact, but it may be necessary to add another source in the future to that contact (not by import, from crm itself).
– user1420373
Nov 24 '18 at 12:47
If Source is a lookup on the Contact entity, then you can only have one at a time. If you want multiple Sources per Contact, you'll likely need a many-to-many (N:N) relationship between Contact and Source. You can use the out-of-box N:N relationship, or if the relationship requires some additional info, you can create your own linking entity.
– Aron
Nov 24 '18 at 12:53
But if I use a many-to-many relationship between Contact and Source, how do I import a source from excel file?
– user1420373
Nov 24 '18 at 13:01
I've never used the bulk import tool to import data to an OOB N:N so you'd have to research whether that's possible. If you use a custom linking entity, you can import to it like any other entity, populating both the Contact and Source lookups via name or id.
– Aron
Nov 24 '18 at 13:57
add a comment |
When you set up your Contact import file you can add a column to identify the Source. The most obvious options would be the name or the ID.
Here's an example of adding the Account name to a Contact import:
When you do the mapping, you can tell it which field on the Source entity to map to. In the above example, it maps to Account Name.
answered Nov 24 '18 at 12:33
AronAron
2,40831019
When you set up your Contact import file you can add a column to identify the Source. The most obvious options would be the name or the ID.
Here's an example of adding the Account name to a Contact import:
When you do the mapping, you can tell it which field on the Source entity to map to. In the above example, it maps to Account Name.
answered Nov 24 '18 at 12:33
AronAron
2,40831019
answered Nov 24 '18 at 12:33
AronAron
2,40831019
answered Nov 24 '18 at 12:33
AronAron
2,40831019
answered Nov 24 '18 at 12:33
AronAron
2,40831019
2,40831019
Thanks Aron. What if I needed to keep more than one source? Your solution helps me saving a specific source for a contact, but it may be necessary to add another source in the future to that contact (not by import, from crm itself).
– user1420373
Nov 24 '18 at 12:47
If Source is a lookup on the Contact entity, then you can only have one at a time. If you want multiple Sources per Contact, you'll likely need a many-to-many (N:N) relationship between Contact and Source. You can use the out-of-box N:N relationship, or if the relationship requires some additional info, you can create your own linking entity.
– Aron
Nov 24 '18 at 12:53
But if I use a many-to-many relationship between Contact and Source, how do I import a source from excel file?
– user1420373
Nov 24 '18 at 13:01
I've never used the bulk import tool to import data to an OOB N:N so you'd have to research whether that's possible. If you use a custom linking entity, you can import to it like any other entity, populating both the Contact and Source lookups via name or id.
– Aron
Nov 24 '18 at 13:57
add a comment |
Thanks Aron. What if I needed to keep more than one source? Your solution helps me saving a specific source for a contact, but it may be necessary to add another source in the future to that contact (not by import, from crm itself).
– user1420373
Nov 24 '18 at 12:47
If Source is a lookup on the Contact entity, then you can only have one at a time. If you want multiple Sources per Contact, you'll likely need a many-to-many (N:N) relationship between Contact and Source. You can use the out-of-box N:N relationship, or if the relationship requires some additional info, you can create your own linking entity.
– Aron
Nov 24 '18 at 12:53
But if I use a many-to-many relationship between Contact and Source, how do I import a source from excel file?
– user1420373
Nov 24 '18 at 13:01
I've never used the bulk import tool to import data to an OOB N:N so you'd have to research whether that's possible. If you use a custom linking entity, you can import to it like any other entity, populating both the Contact and Source lookups via name or id.
– Aron
Nov 24 '18 at 13:57
Thanks Aron. What if I needed to keep more than one source? Your solution helps me saving a specific source for a contact, but it may be necessary to add another source in the future to that contact (not by import, from crm itself).
– user1420373
Nov 24 '18 at 12:47
Thanks Aron. What if I needed to keep more than one source? Your solution helps me saving a specific source for a contact, but it may be necessary to add another source in the future to that contact (not by import, from crm itself).
– user1420373
Nov 24 '18 at 12:47
If Source is a lookup on the Contact entity, then you can only have one at a time. If you want multiple Sources per Contact, you'll likely need a many-to-many (N:N) relationship between Contact and Source. You can use the out-of-box N:N relationship, or if the relationship requires some additional info, you can create your own linking entity.
– Aron
Nov 24 '18 at 12:53
If Source is a lookup on the Contact entity, then you can only have one at a time. If you want multiple Sources per Contact, you'll likely need a many-to-many (N:N) relationship between Contact and Source. You can use the out-of-box N:N relationship, or if the relationship requires some additional info, you can create your own linking entity.
– Aron
Nov 24 '18 at 12:53
But if I use a many-to-many relationship between Contact and Source, how do I import a source from excel file?
– user1420373
Nov 24 '18 at 13:01
But if I use a many-to-many relationship between Contact and Source, how do I import a source from excel file?
– user1420373
Nov 24 '18 at 13:01
I've never used the bulk import tool to import data to an OOB N:N so you'd have to research whether that's possible. If you use a custom linking entity, you can import to it like any other entity, populating both the Contact and Source lookups via name or id.
– Aron
Nov 24 '18 at 13:57
I've never used the bulk import tool to import data to an OOB N:N so you'd have to research whether that's possible. If you use a custom linking entity, you can import to it like any other entity, populating both the Contact and Source lookups via name or id.
– Aron
Nov 24 '18 at 13:57
add a comment |
During the import, lookup fields will take the right related value by searching the Name of that record like:
CustomerId(string);CountryId(lookup);
exampleCustomerId; Italy;
Italy is the name of that specific record.
Relationship is automatically solved.
Hope it helped :)
answered Dec 4 '18 at 16:37
Davide CerquaDavide Cerqua
11
add a comment |
During the import, lookup fields will take the right related value by searching the Name of that record like:
CustomerId(string);CountryId(lookup);
exampleCustomerId; Italy;
Italy is the name of that specific record.
Relationship is automatically solved.
Hope it helped :)
answered Dec 4 '18 at 16:37
Davide CerquaDavide Cerqua
11
add a comment |
During the import, lookup fields will take the right related value by searching the Name of that record like:
CustomerId(string);CountryId(lookup);
exampleCustomerId; Italy;
Italy is the name of that specific record.
Relationship is automatically solved.
Hope it helped :)
answered Dec 4 '18 at 16:37
Davide CerquaDavide Cerqua
11
During the import, lookup fields will take the right related value by searching the Name of that record like:
CustomerId(string);CountryId(lookup);
exampleCustomerId; Italy;
Italy is the name of that specific record.
Relationship is automatically solved.
Hope it helped :)
answered Dec 4 '18 at 16:37
Davide CerquaDavide Cerqua
11
answered Dec 4 '18 at 16:37
Davide CerquaDavide Cerqua
11
answered Dec 4 '18 at 16:37
Davide CerquaDavide Cerqua
11
answered Dec 4 '18 at 16:37
Davide CerquaDavide Cerqua
11
11
add a comment |
add a comment |
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