Dynamics 365 9.1-从Excel导入外部实体的数据

Question

I'm trying to import data describing contacts from excel file. Under my Contact entity Iv'e created a relationship to a new customized entity (Source). How can I import data about my contacts from excel file including the Source which is a different entity Iv'e created?

When I import the data, there's no option to mention that the Source field is a lookup to another entity.

Thanks everyone, Idan

Answer 1

When you set up your Contact import file you can add a column to identify the Source. The most obvious options would be the name or the ID.

Here's an example of adding the Account name to a Contact import:

When you do the mapping, you can tell it which field on the Source entity to map to. In the above example, it maps to Account Name.

Answer 2

During the import, lookup fields will take the right related value by searching the Name of that record like:
CustomerId(string); CountryId(lookup) ;
exampleCustomerId; Italy ;

Italy is the name of that specific record. Relationship is automatically solved.

Hope it helped :)