News Ticker

Dynamics CRM 2013: Lookup mapping during data import does not resolve numeric fields


We all know that while importing data from a CSV file using the Import Data feature of Dynamics CRM 2013 we can define which field in a related entity we wanted to use for resolving Lookup fields. The Define lookup mapping during import describes this and a blog post CRM 2013: How To Set A Lookup Value With Non-Primary Field As Reference When Importing Csv Data? cleanly outlines the steps to get this done.

Recently I was doing data import for one of my client. The Contact entity has a numeric (Whole Number) ID field and has a 1: N relationship with another custom entity (Address). Now client wanted to upload a CSV file with Address records having the column for Contact ID (not the Contact Name as there could be two contact’s having same name).

Below is a sample import file:

Data File

Now when started our Data Import with CRM 2013’s native Import data feature and mapped the “Contact ID” column of the CSV file to the numeric ID field of the Contact entity.

Data Map

We thought as Contact IDs cannot be duplicated in the system (because they are auto-numbers), the import process would create Address records and then link them to correct contact records. But to our surprise the import failed!

Data Import Error

Then we converted the ID field in the Contact entity to a Text field (Single Line of Text). Then re-tried the same import with the same mappings. The import was successful. Address records are created and linked to the correct Contact records.

About Dipankar Bhattacharya (59 Articles)
A multi-skilled Dynamics 365 Professional with strong experience in delivering IT projects especially across multiple industries. A Microsoft technology evangelist, a regular speaker at tech events, blogger and avid reader. Certified IT Architect and well versed in Solution Architecture of Business Applications using Microsoft platforms like Dynamics 365, Azure and Office 365.

1 Comment on Dynamics CRM 2013: Lookup mapping during data import does not resolve numeric fields

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: