How to update Contact lookups in CRM 4.0 - using Import

How can I use CRM 4.0 Import to update the lookups of existing Contact 
records? The lookups to be updated are stored in a .CSV file with the 
corresponding contactid of the Contact record. I read from the CRM Help file 
that there is a "enrich data by updating records rather than creating new 
records" facility but I wasn't able to make this checkbox appear.

I tried to do it but keep encountering this error message, "A SQL Server 
error occurred. Try this action again. If the problem continues, check the 
Microsoft Dynamics CRM Community for solutions or contact your organization's 
Microsoft Dynamics CRM Administrator. Finally, you can contact Microsoft 
Support."

Assuming the lookup column is called "Designation" in the .CSV file I have 
tried permutations of the following without success:
"Miss,{GUID}"
"Miss"
"GUID"
0
RandyFoo (1)
9/11/2008 8:00:02 PM
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3 Replies
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Check out this link for a Importing/Updating Microsoft CRM data tool:
http://blogs.msdn.com/crm/archive/2008/01/25/data-manipulation-tool.aspx


Frank Lee, Microsoft Dynamics CRM MVP
http://www.workopia.com/Links.htm


"Randy Foo" wrote:

> How can I use CRM 4.0 Import to update the lookups of existing Contact 
> records? The lookups to be updated are stored in a .CSV file with the 
> corresponding contactid of the Contact record. I read from the CRM Help file 
> that there is a "enrich data by updating records rather than creating new 
> records" facility but I wasn't able to make this checkbox appear.
> 
> I tried to do it but keep encountering this error message, "A SQL Server 
> error occurred. Try this action again. If the problem continues, check the 
> Microsoft Dynamics CRM Community for solutions or contact your organization's 
> Microsoft Dynamics CRM Administrator. Finally, you can contact Microsoft 
> Support."
> 
> Assuming the lookup column is called "Designation" in the .CSV file I have 
> tried permutations of the following without success:
> "Miss,{GUID}"
> "Miss"
> "GUID"
0
FrankLee (144)
9/15/2008 4:10:01 AM
Is this possible with CRM Online?

"Frank Lee" wrote:

> Check out this link for a Importing/Updating Microsoft CRM data tool:
> http://blogs.msdn.com/crm/archive/2008/01/25/data-manipulation-tool.aspx
> 
> 
> Frank Lee, Microsoft Dynamics CRM MVP
> http://www.workopia.com/Links.htm
> 
> 
> "Randy Foo" wrote:
> 
> > How can I use CRM 4.0 Import to update the lookups of existing Contact 
> > records? The lookups to be updated are stored in a .CSV file with the 
> > corresponding contactid of the Contact record. I read from the CRM Help file 
> > that there is a "enrich data by updating records rather than creating new 
> > records" facility but I wasn't able to make this checkbox appear.
> > 
> > I tried to do it but keep encountering this error message, "A SQL Server 
> > error occurred. Try this action again. If the problem continues, check the 
> > Microsoft Dynamics CRM Community for solutions or contact your organization's 
> > Microsoft Dynamics CRM Administrator. Finally, you can contact Microsoft 
> > Support."
> > 
> > Assuming the lookup column is called "Designation" in the .CSV file I have 
> > tried permutations of the following without success:
> > "Miss,{GUID}"
> > "Miss"
> > "GUID"
0
Val (44)
9/15/2008 8:48:01 PM
The published code only works with Microsoft CRM 4.0.  Since the source code 
is included, it is possible to update it to support for CRM Online.

Good luck.

Frank Lee, Microsoft Dynamics CRM MVP
http://www.workopia.com/Links.htm

"Val" wrote:

> Is this possible with CRM Online?
> 
> "Frank Lee" wrote:
> 
> > Check out this link for a Importing/Updating Microsoft CRM data tool:
> > http://blogs.msdn.com/crm/archive/2008/01/25/data-manipulation-tool.aspx
> > 
> > 
> > Frank Lee, Microsoft Dynamics CRM MVP
> > http://www.workopia.com/Links.htm
> > 
> > 
> > "Randy Foo" wrote:
> > 
> > > How can I use CRM 4.0 Import to update the lookups of existing Contact 
> > > records? The lookups to be updated are stored in a .CSV file with the 
> > > corresponding contactid of the Contact record. I read from the CRM Help file 
> > > that there is a "enrich data by updating records rather than creating new 
> > > records" facility but I wasn't able to make this checkbox appear.
> > > 
> > > I tried to do it but keep encountering this error message, "A SQL Server 
> > > error occurred. Try this action again. If the problem continues, check the 
> > > Microsoft Dynamics CRM Community for solutions or contact your organization's 
> > > Microsoft Dynamics CRM Administrator. Finally, you can contact Microsoft 
> > > Support."
> > > 
> > > Assuming the lookup column is called "Designation" in the .CSV file I have 
> > > tried permutations of the following without success:
> > > "Miss,{GUID}"
> > > "Miss"
> > > "GUID"
0
FrankLee (144)
9/15/2008 9:09:01 PM
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