Opportunity import error | Updation | Import restrcition

Opportunity import error | Updation | Import restrcition

Issue reported:

When trying to update opportunities using the opportunity import function, the following error is displayed in the import report as shown below.

Import parameter to be noted - Overwrite duplicates. Error message - "Creation of new opportunities is restricted".

The expected action is updation however, the error refers to the creation of new items.


Preview

Solution:

To update opportunities via import, it is required to ensure:

      1. The opportunity field value that is expected to be updated is present for all the records.

      2. All the opportunity fields that are configured in the opportunity duplicate detection rules are present for all the records in the import file.

The error mentioned above is expected to be displayed when fields/ field values (configured in duplicate detection rule) are missing in the import file for the opportunity records that are to be updated.
    • Related Articles

    • Import Failing with Unique Constraint Error

      Issue: Lead import is failing for specific leads at the time of import and the Message comes as a Unique constraint error from the Prospect Base table. Resolution: If an account has 2 unique fields, Email and Phone. And while importing both fields ...
    • Issue while updating opportunity through Opportunity Import

      Issue: The customer faces an issue during the import process when selecting "Overwrite duplicate" to update opportunities. An error message, stating "Creation of new opportunity is restricted," appears, even though they are not attempting to create ...
    • No Error message on Unprocessed leads in import

      Issue: When we import leads into LS, and if any of the leads are unprocessed due to any reason, the Unprocessed reason is not shown by default. Resolution: There is an explicit setting that needs to be enabled from the backend so that the Unprocessed ...
    • Explanation/ Solution: Lead Import Error - Column Header must not be longer than 64 characters

      Issue/ Error :: While importing leads, user is getting the error Pop-up stating “Column Header must not be longer than 64 characters”, post file upload. Explanation :: It can be due to wrong CSV encoding or longer text string in headers of the ...
    • Opportunity owner update failure in the UI

      When an opportunity owner is tried to update "1 opportunity failed to update" error is shown. Whereas when the owner is updated via API it is successful. This happens because of the duplicate detection rule. If there are duplicate opportunities then ...