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Microsoft Dynamic CRM 2011 : Bulk Data Importing (part 3) - Reviewing the Import Status

5/27/2013 7:40:04 PM
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3. Reviewing the Import Status

The import will run in the background after it has been initiated. You can continue to use Microsoft Dynamics CRM during this time. The process can take a minute to several minutes, depending on the size of the import file.

You will want to review the results of the import to ensure that all records have been imported as expected and, if necessary, troubleshoot import-related errors. Microsoft Dynamics CRM provides a tool that lets you easily obtain this information without leaving the familiar application interface.

After your import is completed, you can view its status in the Imports view, which is available in the Workplace area. Each import is displayed as a separate record in the Imports grid, and if you double-click a record, you can view the details of that import job. Each import record shows important information, such as the name of the user who submitted the import, the date and time the import was submitted, and the import file name and file size. Additionally, you can view the records that were created during the import process and examine the errors for records that failed to import.

The ability to view failures for each import allows you to easily identify issues with your import file so that you can update it and re-import the records that did not get created during the import process. Each error row displays the following information.

Column

Description

Sequence Number

An identifier for the error row

Description

A description of the error for that row

Column Heading

The name of the column in the import file that is causing the error

Column Value

The value that is causing the error

Original Row Number

The number of the row in the import file that is producing the error

Source Row

The full row of text that is failing

Tip

Any row that succeeds in the import process (and consequently does not show up in the Failures list) will be imported into Microsoft Dynamics CRM. Do not assume that no records were imported because a single row failed.

Note

Troubleshooting An import file can fail for several reasons. Each specific row in the Failures list can have a different error; therefore, you might need to diagnose more than one issue before attempting to re-import.

  1. In the Workplace area, click Imports .

    image with no caption


  2. Look at the Status Reason value for the import.

    The Status Reason will be set to either Parsing, Transforming, Importing, or Completed. If the Status Reason is not Completed, return at a later time.

  3. Review the Successes, Partial Failures, Errors, and Total Processed values.

    You should see that 39 rows have completed successfully and one row has errors.

  4. Double-click the record to display additional information.

  5. In the entity navigation pane, click Failures.

    The record that failed in the import process is displayed.

    image with no caption

    You can attempt to diagnose the error based on the message and data provided in the error row. You know that the issue is related to the 36th row in the import file, and the error description states that the text entered exceeds the maximum length. You can also see that the contact being imported was George Sullivan.

  6. Locate and open the import file.

  7. Find the text row with George Sullivan. Notice that the value in the Zip column is erroneous. Update the ZIP Code to 60463.

  8. Delete the other (non-error) rows in the file.

    Important

    Do not delete the first row. The first row contains the column headers from the file.

    image with no caption
  9. Click Save As, save the file as ContactImport1_Update.csv to a familiar location on your computer, and then close the Excel file.

    The next step is to attempt to import the file.

  10. In Microsoft Dynamics CRM, on the File menu, click Tools, and then click Import Data to launch the Import Data Wizard.

  11. Click Browse, locate the ContactImport1_Update.csv file, and then click Next.

  12. On the Review File Upload Summary page, click Next.

  13. On the Select Data Map page, in the Customized Data Maps list, select Contact Import Example, and then click Next.

  14. On the next page, in the Microsoft Dynamics CRM Record Types list, select Contact, and then click Next.

  15. On the Map Fields page, click Next.

  16. Click Next on the Review Mapping Summary page.

  17. Leave the default options on the Review Settings and Import Data page, and click Submit.

    Your error row should now be imported successfully.

 
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- Microsoft Dynamic CRM 2011 : Bulk Data Importing (part 2) - Importing Data with Automatic Data Mapping
- Microsoft Dynamic CRM 2011 : Bulk Data Importing (part 1) - Using the Import Data Wizard
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