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Upload data from a Excel Sheet RRS feed

  • Question

  • Hi all,
    I have a requirement where i have an excel sheet which contains 12 columns of data(and number of rows)
    We need to upload these data in CRM on CLICK OF A BUTTON....
    as the data is uploaded new records has to be created , for one row  in excel records in 6 entites has to be created .

    will directly uploading data to the database show up the reocrd ??
    or is there anny other way of uuploading data to CRM ??



    Thanks
    Monday, July 6, 2009 4:40 AM

Answers

All replies

  • Hi

    It is not possible to create records in 6 entities by using single excel row. You have to sagrigate the columns into 6 files. After that you have 2 ways to upload data into CRM.

    . By using Import Data option

    . By using Data Migration Manager wizard.

    Note: Direct database contact is not preferable.

    Regards,

    GF

    Monday, July 6, 2009 4:46 AM
  • Thanks for the quick reply..

    I was actually planning to upload the excel sheet to CRM by using a CUSTOM aspx page so that the user can upload data anytime they want..

    these 6 entites are actually related entites ,

    eg; I have 4 enties A , B, C , D

    in the excel sheet i have one row..now data from 2 cloumns will go to A entity (a new record ahs to be created ) then another 2 columns has to go related  entity B...and so on...


    thanks for ur reply...


    Thanks
    Monday, July 6, 2009 4:53 AM
  • NOT realy! The DMM will create the records and the relationship for you. Create an empty excel export from crm to get all the column headings.insert all your data in the file.save as csv. you can use the SDK through a SSIS package with the data importer in CRM.
    Tiaan van Niekerk http://crmdelacreme.blogspot.com Skype:tiaan.van.niekerk1
    Monday, July 6, 2009 4:57 AM
  • you can lauch a custom plugin from the users to import and relate the records
    Tiaan van Niekerk http://crmdelacreme.blogspot.com Skype:tiaan.van.niekerk1
    Monday, July 6, 2009 4:58 AM
  • Thanks
    Thats what i am trying to do
    can u give some more details or some sample code ??

    which will be of great help to me...
    Thanks
    Monday, July 6, 2009 5:01 AM
  • skype me your email address


    Tiaan van Niekerk http://crmdelacreme.blogspot.com Skype:tiaan.van.niekerk1
    Monday, July 6, 2009 5:04 AM
  • vishwasar@gmail.com..
    Thanks
    Monday, July 6, 2009 5:07 AM
  • hi vishwaz,

    browse this link http://social.microsoft.com/Forums/en-US/crm/thread/59b3720a-9bb3-4ccf-ba04-8136447ea54b . It would be helpfull to your problem.
    Monday, July 6, 2009 5:11 AM
  • http://www.democrmonline.com/
    Tiaan van Niekerk http://crmdelacreme.blogspot.com Skype:tiaan.van.niekerk1
    Monday, July 6, 2009 5:15 AM