The file size is limited to 8 MB (but can be increased)
Owner and lookup mapping is limited to single value matching. If your source has
the full name of the owner in lastname, firstname format, and your target
environment has fullname in firstname lastname format, you will have to either
modify your source file to include the format found in the target environment or
have some alternative matching field in your source that exists on target records.
The import utility can update existing records when importing a file that was
exported from the same environment with the “for re-import” checkbox checked. If
you are importing a file from another environment into your CRM organization, the
import utility will not update existing record.
The import utility cannot import N:N relationship data.
When creating new records, you cannot set the record ID’s of the new records to
match the other environment. This is a problem when moving data used in your
configurations, like lookup table data. Given that you may have views and workflow
processes that reference specific record GUID’s (like the afore mentioned country
lookup), if you import the record, but it has a different ID than Canada has in the
source environment, when your workflow that checks to see if the country field
equals Canada runs, it will not apply to the imported records, because the ID will be
The import utility does not handle status reasons well. It will match on status reason
name, but you will have a problem if you use specific status reasons or have status
reasons with the same name for both Active and Inactive statuses. So say you have
a Status Reason value of “On Hold” that exists as an option for both active and
inactive records. When you match the option set values, the import utility won’t
know which to pick, and you will have to select the value in the mapping. The
problem will happen when it tries to import those records, as when it creates the
records as active; it may try to set the value of Status Reason to the Inactive version
of the status reason. This will cause a failure, because the specified status reason
will be invalid for the Active status.
Please provide us your information to better assist you.
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