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    Hello

    How can I import data into notes.

    Thanks
    Monday, May 4, 2009 4:25 PM

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    My apologies but I just came across an article that states that the Import Wizard can not be used to import notes and attachments.  The article recommends using the Data Migration Manager:

    http://www.microsoft.com/dynamics/crm/using/configure/chooseimport.mspx

    The Bulk Import Wizard cannot import notes and attachments. Although it is possible to use the Wizard to import related records, such as a contact record that is associated with a specific account, tracking the relationship requires looking up the unique identifier for the parent record in Microsoft CRM before importing the related record. If you have many related records to import, or need to import notes and attachments, using the Data Migration Framework to import related records is recommended.

    I thought there might be a way to use the Import Tool since it was first recommended but it looks like this method will not work.  I suggest you download and install the DMM and give that a try or use Scribe software.  www.scribesoft.com

    If you use the DMM, the install method I have most success with is using a local instance of SQL rather than a direct connection to the CRM database.  The option will be presented during the installation process.  Use the local instance and let the application transfer the data to the CRM database.

    Also, have a look at this link for more information about using the DMM to import Notes:

    http://blogs.msdn.com/crm/archive/2008/03/11/migrating-notes-and-attachments-using-data-migration-manager.aspx
    Best Regards, Donna
    • Marked as answer by Cosminc Wednesday, May 6, 2009 11:50 AM
    Wednesday, May 6, 2009 11:23 AM

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    Hi Cosminc,

    you can import it with the Standard Import Tool (Tools-Import Data) like it is described here: http://social.microsoft.com/forums/en-US/crmdeployment/thread/7760b325-f6f9-40f1-b1e6-c07cab1039bf/

    You can do this also with a import tool like http://www.scribesoftware.com or by wrtigin a custom .NET-solution which imports the data in the annotation entity by the CRM SDK.

    Best regards,
    Jürgen
    Jürgen Beck

    Dipl. Kfm./Wirtschaftsinformatik
    MVP, MCSD.NET, MCITP DBA, MCDBA, MCSE
    Microsoft Certified Business Management Solutions Professional
    Microsoft Certified CRM Developer
    Microsoft Certified Trainer

    ComBeck IT Services & Business Solutions
    Microsoft Gold Certified Partner
    Microsoft Small Business Specialist

    Developing & Supporting Business Applications from small business to big enterprises covering scores of sectors

    http://www.combeck.de
    Monday, May 4, 2009 4:37 PM
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    Sorry, now I realize that the problem might be another, the section is locked, how can I unlock the section for editing.

    Thanks

    Monday, May 4, 2009 4:40 PM
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    what section is locked? 
    Best Regards, Donna
    Monday, May 4, 2009 9:30 PM
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    Notes section
    Tuesday, May 5, 2009 6:43 AM
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    I really don't find the notes field in the database for a lead.

    Thanks
    Tuesday, May 5, 2009 8:20 AM
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    ok, i only need one information and i finish, when I try to import the folowing error appears 'column name not in required format', the column is regarding.
    I tried to put there the Id field and the last name.

    Thanks
    Tuesday, May 5, 2009 8:54 AM
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    Using the import tool you can't do imports with the regarding field. You set regarding after the import is done.

    What i've usually done: You could create a dummy field, when you have last name as text. Then after the import is done (and you've set all the records regarding the same company/person...), you can do an advanced find on this field. Search for last names, and assign the records to the right persons.

    Tuesday, May 5, 2009 9:39 AM
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    So, from import i can't match the note with the lead ?
    Tuesday, May 5, 2009 9:51 AM
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    It's quite hard because I have about 2000 companies and 8000 notes
    Tuesday, May 5, 2009 9:52 AM
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    There are quite a few questions so let me try to respond:

    I don't understand the reference to the locked section and notes so I can't provide any additional insight.  However, this shouldn't be an issue when importing notes.

    "I really don't find the notes field in the database for a lead."

    The above is not a field you will find in the Leads table.  Notes are stored in the Annotation table with a reference to the Regarding record.

    Have you tried to format your csv file based on the  information found in the link provided by Jurgen above?  Did that not work for you?  Here is the reference for review.  Instead of using the Account Guid, you will use the Lead guid since you want to associate the note to a Lead record.  Take another look at the full post and see if you can have some success.

    -------------------------------------------------------
    Create a separate csv file for Notes that contain four fields Regarding, Title, Description, Is Document.  The Is Document field should be set to Yes for all rows of data.  Use the Account Guid of the Active Account for the Regarding field.  You can obtain the Account Guid by doing a select statement in SQL or exporting your active accounts to Excel from within the application and selecting Dynamic Worksheet as the export option.  Unhide all fields in Excel after you Export and you will see the Account guids.

    Best Regards, Donna
    Tuesday, May 5, 2009 12:32 PM
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    I noticed after that notes are separate, and the locked section doesn't have anything to do with my import.

    Do leadid=lead guid, should I use Leadid to match regarding in import.I made a csv file that looks like this:

    Regarding, title,description,Is document
    65EDBA30-8235-DE11-AF7F-00155D637407,Import,the note,Yes

    where '65EDBA30-8235-DE11-AF7F-00155D637407' is a leadid

    I import it and I get the following error:
    ''column name not in required format'

    Tuesday, May 5, 2009 12:44 PM
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    Your column headers: Regarding, Title, Description, Is Document must match the system display labels exactly.  You can copy and paste the Display Names of the entity by going to Settings, Customization, View all Entities, open Notes and copy and paste the Display Labels of the fields into the header column of your import file.  Run a test with just one note until you get it working as expected.
    Best Regards, Donna
    Tuesday, May 5, 2009 1:19 PM
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    Maybe this will help
    http://img14.imageshack.us/img14/504/51373629.jpg

    I don't think that display name has anything to do with the error, anyway I tried and nothing.The erro is generated, in my opinion by the Regarding field ormat in csv , that one ''65EDBA30-8235-DE11-AF7F-00155D637407''.This is taken with a select from leadbase table in sql.

    Thanks

    Wednesday, May 6, 2009 6:58 AM
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    My apologies but I just came across an article that states that the Import Wizard can not be used to import notes and attachments.  The article recommends using the Data Migration Manager:

    http://www.microsoft.com/dynamics/crm/using/configure/chooseimport.mspx

    The Bulk Import Wizard cannot import notes and attachments. Although it is possible to use the Wizard to import related records, such as a contact record that is associated with a specific account, tracking the relationship requires looking up the unique identifier for the parent record in Microsoft CRM before importing the related record. If you have many related records to import, or need to import notes and attachments, using the Data Migration Framework to import related records is recommended.

    I thought there might be a way to use the Import Tool since it was first recommended but it looks like this method will not work.  I suggest you download and install the DMM and give that a try or use Scribe software.  www.scribesoft.com

    If you use the DMM, the install method I have most success with is using a local instance of SQL rather than a direct connection to the CRM database.  The option will be presented during the installation process.  Use the local instance and let the application transfer the data to the CRM database.

    Also, have a look at this link for more information about using the DMM to import Notes:

    http://blogs.msdn.com/crm/archive/2008/03/11/migrating-notes-and-attachments-using-data-migration-manager.aspx
    Best Regards, Donna
    • Marked as answer by Cosminc Wednesday, May 6, 2009 11:50 AM
    Wednesday, May 6, 2009 11:23 AM
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    Thanks a lot for your interest :)
    Wednesday, May 6, 2009 11:50 AM
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    Hi

    ImportManager from CRM Extensions is also a very userfriendly tool when you need to import data into your Microsoft Dynamics CRM solution

    Take a look at it here: www.crmextensions.com

    Jakob

    Wednesday, November 3, 2010 6:44 PM