How to map a lookup on multiple fields in Data Import Wizard

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Sana Rajput

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Jan 21, 2019, 6:42:04 AM1/21/19

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Hi Every one,

I need to import a data set that contains a lookup field (e.g. column-A). However, the values in column-A are not always unique in CRM. As a result, I always got import error "A duplicate lookup reference was found". In this data set, there is no any single column that can be used as a unique reference for this lookup. However, there is a combination of two columns (e.g. column-A and column-B) that can uniquely determine the lookup reference.

My question is how to set up the lookup based on the combination of both column-A and column-B in data import wizard?

Thanks in advance!

Sana

akshita...@gmail.com

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Jan 28, 2019, 12:11:27 AM1/28/19

to Curso de Microsoft Dynamics CRM

Hi Sana,

No problem.

Yes, this is one of the limitation of its 'combination'

you can use GUID..

But little bit tricky...

Export the reference dataset, for example in my case is Account...(don't forget to check the Re-import capability) in order to get Account ID.

Then the difficult part here is how to do the mapping.

You need to open at least two excel sheet, one is your CSV, one is the Master reference you downloaded from the previous step. And I guess you also need another new CSV as the new combination.

Now you have two fields (the original CSV + Master reference)

Now, you need to use VLOOKUP with multiple criteria or concatenation

Example here:

www.excel-university.com/vlookup-on-two-or-more-criteria-columns

exceltactics.com/faster-multiple-criteria-lookups-vlookup-concatenate

so here you can find the GUID of the Account based on this VLOOKUP.

I know this is manual way..

But, no choice for this method.

Hope that helps you, Sana. If you still need help regarding Microsoft Dynamics CRM Development feel free to contact me.