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Data import via excel in MSCRM 2013 RRS feed

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    Hi Friends ,

    I am trying to import new Account records into MSCRM 2013 Online.

    For this , when i tried to download a data import template for Accounts from Data management , it gave me an Xml file.

    Can i edit xml so that i see only selected columns to fill?

    Any help is highly appreciated !

    Regards,

    Naveen


    • Edited by NaveenSSK Tuesday, November 25, 2014 2:54 PM
    Tuesday, November 25, 2014 2:16 PM

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    Sure. You can change the Advanced Find or view query to have only the columns you want before downloading. Remember, when you click "make data available for re-import" option, all required fields will be added to the download. Keeping your file in XML format (as opposed converting it to CSV) makes things super easy when importing - the file will be automatically mapped to the entity and the columns automatically mapped to the correct fields (super helpful if some of your fields have very similar names).

    Tom

    Tuesday, November 25, 2014 3:27 PM