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CPro2
Frequent Visitor

Data import of pricelistitems using excel template

Hi everybody,

 

i created an exceltemplate for dataimport of pricelistitems.

CPro2_0-1685704579044.png

 

Dataverse version in use:

9.2.23051.00240
 
If I change the amount and base amount in the downloaded exceltemplate and import it I get the notice that existing record will be update or new records added.
No matter whether i check allow duplicates or not the record will not be updated. Import results in partial failure.
 
If I add a row to the import file 
CPro2_1-1685704908375.png

 

(product exists in product catalog and is active) import results in failure:

CPro2_2-1685705003319.pngCPro2_3-1685705023710.png

 

 

 How can this be? What's wrong? 

I have to add prices to about 200 items from an existing excel file. Thereafter I have to repeat this job as we would like to have 3 different pricelists for these 200 items. There must be another way (other than adding each product from the pricelistitemlist to the pricelist manually).

CPro2_4-1685705746264.pngCPro2_5-1685705815893.png

 

Could someone tell me what causes the failure? I can't see the reason.

 

Thanks in advance for any help.

 

 

2 ACCEPTED SOLUTIONS

Accepted Solutions
EricRegnier
Most Valuable Professional
Most Valuable Professional

HI @CPro2,

It's hard to debug the field mappings error in a forum... Split the file, review carefully the import file and you'll find the mapping error after some time.... For allowing duplicates, the import is performing upserts because it was based on an exported file from the system and contains 3 hidden column (the first 3 columns) to determine which row/record to update. If you want to insert, unhide the first 3 columns and delete those, then re-import. Hope this helps! 

View solution in original post

CPro2
Frequent Visitor

Hi,

@EricRegnier  Thank you for your help!

I've actually found the reason for the above described problem.

Depending on the way the template is generated it works or fails.

CPro2_0-1686058794766.png

Using the "data import wizard" from the  data management section an excel file is created which causes errors when used for import after having added rows to the excel file.

Using the "data import template" from the template section an excel file is created containing different columns than the ones created by the import wizard. Importing rows added to this file works great if you enter the uomid (GUID) of the default unit instead of its name.

View solution in original post

2 REPLIES 2
EricRegnier
Most Valuable Professional
Most Valuable Professional

HI @CPro2,

It's hard to debug the field mappings error in a forum... Split the file, review carefully the import file and you'll find the mapping error after some time.... For allowing duplicates, the import is performing upserts because it was based on an exported file from the system and contains 3 hidden column (the first 3 columns) to determine which row/record to update. If you want to insert, unhide the first 3 columns and delete those, then re-import. Hope this helps! 

CPro2
Frequent Visitor

Hi,

@EricRegnier  Thank you for your help!

I've actually found the reason for the above described problem.

Depending on the way the template is generated it works or fails.

CPro2_0-1686058794766.png

Using the "data import wizard" from the  data management section an excel file is created which causes errors when used for import after having added rows to the excel file.

Using the "data import template" from the template section an excel file is created containing different columns than the ones created by the import wizard. Importing rows added to this file works great if you enter the uomid (GUID) of the default unit instead of its name.

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