CODEWITHSUNDEEP
dynamics-crmmicrosoft-dynamicsdynamics-365data-importdynamics-crm-365
marc_s
marc_s

Reputation: 754268

MS Dynamics CRM 365 - import data from Excel files

I'm getting into MS Dynamics CRM 365 programming, and have been dealing with data imports of lookup / reference entities.

I created a new entity with just the default Name column, stored and published it, and then went to look at in CRM. From the default "main" view, I choose the "Data Import" option and downloaded a template .xlsx file, which I then filled out. After that, I chose "Import Data" and uploaded this filled out .xlsx, and it was submitted, parsed, transformed successfully and the rows I had entered show up as expected.

So far, so good.

Now I created a second lookup entity (again with just the Name field), published it, and thought I'd be smart and just "re-use" that .xlsx "template" I had downloaded for the first lookup entity, and enter the new values for the second lookup entity, and then upload this manually "recycled" file. I did change the file name of the .xlsx, as well as the worksheet name, to match the name of the second lookup entity.

And while the upload, the parsing and transforming worked just fine - the actual rows I had inserted ended up in the first lookup entity...

So my conclusion is: somewhere, CRM must keep track of what entity that .xlsx was indended for - and it's neither the file name of the .xlsx, nor the name of the worksheet (which I had also updated) - it must be stored somewhere else.

Does anyone know where?? Can I change it somehow (manually or programmatically)?

After I went through the full cycle again (download import template .xlsx, fill that out, upload that file) - it works just fine for the second lookup entity, too.

Upvotes: 3

Views: 1989

Answers (2)

Arun Vinoth PrecogTechnologies
Arun Vinoth PrecogTechnologies

Reputation: 22836

There will be a hidden sheet in Excel file, but we cannot unhide it. That’s where all the configurations are stored.

But you can see it when you do something like explained in this blog, you have to click “View code” option from context menu, by right clicking sheet name tab in Excel file.

Then by opening the “Project explorer”, the hidden sheet will be visible in VBA, set the visibility to 1 – xlSheetVisible. Don’t save anything.

enter image description here

Upvotes: 3

Aron
Aron

Reputation: 3935

I believe the issue lies in the hidden first three columns, the first of which contains the entity name in the header.

When working with import templates, especially when exporting for reimport, these columns are key. The first column holds the Guid of the record, the checksum tells the system if the user touched the data in the row, and the modifiedOn allows the system to know if the data was changed in the system after the export.

hidden columns

Upvotes: 1

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