Update via Data Import

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Posted on by BS-18090839-0

Hello

I'm really struggling to complete a data update via an import (specifically, I want to make contacts inactive)

I've got a CSV file that was exported (so it's got the GUID data in the file). I've added a row, with the status to be set to inactive.

After searching online, I've tried unpublishing duplicate detection rules and toggling on and off the allow duplicates in the import wizard.

The fields are all mapped (including the contact ID field) - every time, it just throws up 'A record with these values already exists. A duplicate record cannot be created'

Depending on whether I try with duplicate detection rules on/off, the 'More information' column under failures says either 'Operation failed due to a SQL integrity violation' or 'A record was not created or updated because a duplicate already exists'.

It's finding the records, just not updating them.

Any ideas what I'm missing here?

Thank you.

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Dynamics 365 Customer Insights - Journeys

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Jimmy Passeti 926 Most Valuable Professional on at

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Hello,

Have you tried using Excel Online for this? I think it would be simpler and more practical for your situation.

But if you really want to import the data, don't deleteor Update the ABC columns (when you download the file from the CRM), and when importing, check the option to allow duplicates.

Regards,
Jimmy Passeti | Microsoft MVP
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