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How to use data map when importing xml file into CRM 2013? RRS feed

  • Question

  • Hello, welcome to my world!

    I have a custom entity Projects.

    I select option Import->Download template for import on the list of Projects, and then I get xml.

    I open xml in excel, and fill this file with data. 

    When I import this xml into CRM, I have to do some mapping of the fields from excel to

    entity fields (if adding some columns in excel), import wizard gives me an option to save this data map.

    The problem is that this map cannot be selected when I import another xml (excel) file. The "Select data map" step

    in wizard does not show.

    Actually, it can be showed, but with some strange combination of "back" button in import wizard (selecting file, then next, and then back button twice) - this is strange, and I don't expect users to use this kind of trick.

    When I save xml file from excel into csv, i get "Select data map" step during import. 

    Is this by design? Am I missing something ?

    Can I set data map to use in xml template?

    Help appreciated!


    Thursday, September 25, 2014 11:56 AM

All replies

  • Anyone? Joe?
    Friday, September 26, 2014 5:56 AM
  • Hi,

    When you are using the XML template from any entity to map data, CRM automatically maps to XML automatically.

    We can't use Save Data maps using XML. We can do it it csv format.

    Regards,

    Saad

    Friday, September 26, 2014 6:44 AM
  • It can be done - wizard allows it.

    But I don't understand why the last step (look at the picture

    isn't right after the first step.

    I need to click back from the second screen until I get "select data map" step.

    Can this be controlled somehow?



    Friday, September 26, 2014 7:09 AM
  • Hi,

    I know it can be done using back button. I don't think we can control this functionality in a supported way.

    Regards,

    Saad

    Friday, September 26, 2014 8:15 AM
  • I managed to make "select data map" step in wizard to show up.

    I've added an empty sheet in excel (xml). 

    When I import this, it gives me the option to select data map.

    Strange.

    Friday, September 26, 2014 11:19 AM
  • Hi,

    You can create your own XML sheet for every entity you need use Saved Data Maps and provide them to customer.

    Regards,
    Saad

    Friday, September 26, 2014 11:30 AM