Common Data Import Errors

If you have ever imported data using Data management in Microsoft Dynamics 365 for Finance and Operations and received an error before any records even went in, I am sure you were frustrated. 

Here are a few tips and tricks to consider before ever importing your data:

  • Ensure the data formatting in Excel is consistent
  • Custom or Special data formats in Excel will not import properly, use standard formatting always
  • Data that was derived from formulas will likely generate an error message. Copy that data and paste it back in as values instead of a formula. 
  • Check spellings - especially on data that is validated by the system (Address/city names, Dropdown values, etc)

Once your data is clean, you can still get errors. Here are some common errors that you can run into before any records ever hit the staging table.