Generally when importing data into CRM.. most of the time we will struggle when there is a circular reference between entities.
Suppose if we want to import Account (Company) and contact information into CRM. and want to update company's primary contact which is in contact and Contact's company information which is in Account.
In this case easiest way to import and update circular reference is import both entities data together as zip.
Compress contact.csv and account.csv file into one .zip file, and then using CRM Data Import import zip file.
CRM is supporting for .zip, xml, text and csv file.
Once you uploaded zip file in import wizard, you can select individual file and create mapping for
each file
Suppose if we want to import Account (Company) and contact information into CRM. and want to update company's primary contact which is in contact and Contact's company information which is in Account.
In this case easiest way to import and update circular reference is import both entities data together as zip.
Compress contact.csv and account.csv file into one .zip file, and then using CRM Data Import import zip file.
CRM is supporting for .zip, xml, text and csv file.
Once you uploaded zip file in import wizard, you can select individual file and create mapping for
each file
Map your fields properly and import..
You can load only 8 MB of file (xml, csv, text) or 32 mb of zip file for data import.
Hi
ReplyDeleteWe have entit design as below:
Account entity
Package Booking with Account lookup
Custom Invoice Entity with Account and Package Booking lookup
Payment Line Item with Custom Invoice and Package Booking lookup
Currently we are uploading data by importing each csv individually.
Is it possible to import all these files by creating single zip?