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Is there a Data Loader Application for CRM2011

Răspuns propus Is there a Data Loader Application for CRM2011

  • 22 iunie 2011 21:18
     
     
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    Is there an application separate from CRM2011, that functions like the Apex Data Loader for SFDC? Using the native export/import functionality in CRM2011 isn't working for the manipulation I want to accomplish. I would like to be able to export a large quantity of data, do the manipulation and update to fields as required, then import only those fields and records that I have updated based on the CRM unique number.
    Austin_Steve
     

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  • 23 iunie 2011 10:32
     
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    Hi,

    Beside the excellent native excel export/import (http://blogs.msdn.com/b/crm/archive/2011/03/07/excel-2010-and-data-import-templates.aspx) data functionality but you can use 3rd party applicaitons for data import i.e. Scribe (https://openmind.scribesoftware.com/releases/dynamics-crm-adapter-50) or even can develop your own using the CRM 2011 SDK.

    You may also refer to the following URLS:

    http://www.switched-online.com/a-guide-to-importing-data-to-microsoft-dynamics-crm-online-2011/

    http://crmmongrel.blogspot.com/2011/03/in-depth-using-crm-2011-import-data.html

     

    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

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  • 29 iunie 2011 15:51
     
     
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    Jehanzeb,

    Maybe I am not using the native functionality correctly. Is it possible to export a file from CRM2011 and import it into SQL server for further manipulation/comparison, then export it out of SQL Server and re-import it back into CRM2011? That is ultimately would I would like to accomplish. 

    Thanks,

    Steve

     

    Austin_Steve
     
  • 30 iunie 2011 05:50
     
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    Hi,

    You have to use Excel Export Import or else you might have to use 3rd party data import tools i.e. Scribe (<cite>www.scribesoft.com</cite>) or migth have to develop as per your requirements.

    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
     
  • 28 octombrie 2011 17:42
     
     
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    I'm struggling with the same issue.  As an experienced admin of Salesforce.com, I can't seem to do what is fairly easy to do in Saleforce: Import Accounts and then Contacts using the id to associate the parent and child.  I'm using Scribe in trial version right now but not happy that something so straightforward is so hard in Dynamics 2011.

    If someone can tell me how I can use ids to associate Accounts, Contacts, Cases, Opportunities, Activities...that would be great.

     
  • 30 octombrie 2011 21:01
     
     
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    Mark,

    The CRM 2011 import wizard does allow you to select any field of the parent record as the lookup reference when importing child records. For example, if you've first imported some accounts with a unique customer ID, then you can import a second file with related contacts and specify that ID field to be used as the reference that connects the child records to the correct parent. See this blog post by Leon Tribe for some screenshots of the field mapping UI:

    http://leontribe.blogspot.com/2011/08/changing-lookup-reference-when.html

    Another option is to import the parent and child record files together in a zip file and specify a data map that defines the target and source entity reference fields between the two data files:

    http://blogs.msdn.com/b/emeadcrmsupport/archive/2011/09/12/multi-entity-data-file-import-mapping.aspx

    If you are working with the default account and contact entities, the system data map "For Generic Contact and Account Data" takes care of this mapping for you:

    http://blogs.msdn.com/b/crm/archive/2010/11/04/importing-two-or-more-entities-from-a-single-file.aspx

    Jukka Niiranen - http://niiranen.eu/crm - @jukkan
     
  • 20 decembrie 2011 19:07
     
     
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    If Microsoft is listening, I also need this functionality to bulk export records for outside manipulation.  I won't be using hosted CRM until this is available.  If you cannot export your data including unique identifiers, it means you're locked into this solution.
     
  • 20 decembrie 2011 19:23
     
     
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    As an alternative to scribe, you could use Starfish ETL to export data from Microsoft. It has no limitation of record counts that can be exported and supports unique identifiers.
    • Editat de crmcoder 20 decembrie 2011 19:24
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  • 9 iunie 2012 04:29
     
     
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    Is there an application separate from CRM2011, that functions like the Apex Data Loader for SFDC? Using the native export/import functionality in CRM2011 isn't working for the manipulation I want to accomplish. I would like to be able to export a large quantity of data, do the manipulation and update to fields as required, then import only those fields and records that I have updated based on the CRM unique number.
    Austin_Steve

    Hi Steve,

    This reply might be a bit too late, but have you seen COZYROC SSIS+ library ? It is an extension library for SQL Server Integration Services (SSIS) and it does include Dynamics CRM adapters. All three deployment types are supported: Premise, Live, Hosted. The adapters are completely integrated in SSIS and easy to use.

    SSIS Tasks Components Scripts Services | http://www.cozyroc.com/