Importing Data to CRM

All replies

• 

  

  1

  Sign in to vote

  see the features list here for DataMigration & DataImport

  Data import lets you import new data or update existing data in Microsoft Dynamics CRM.

   See Features of Data Migration & DataImport on this link

  http://msdn.microsoft.com/en-us/library/dd393304.aspx

  Data migration and data import use common entity model and messages. However, there are some differences in the feature sets of the two operations.

  Feature	Data Migration	Data Import
  Import data into Microsoft Dynamics CRM	Yes (Only the system administrator can migrate data in the offline mode.)	Yes (All users who have appropriate permissions can import data.)
  Import data into custom entity types and attributes	Yes	Yes
  Use multiple source files that contain related data	Yes	No (You can only import one file at a time.)
  Assign entity instances to multiple users	Yes	No (All entity instances are assigned to one user.)
  Update existing entity instances	No	Yes
  Detect duplicates	No (You can run duplicate detection after you migrate the data.)	Yes

   

  Data Import Tool

  http://blogs.msdn.com/crm/archive/2008/01/25/data-manipulation-tool.aspx

  http://channel9.msdn.com/posts/jodonnell/Microsoft-Dynamics-CRM-40-Import-Data-Wizard-with-John-ODonnell/

  ---

  Muhammad Ali Khan
  My MS CRM blog

  • Proposed as answer by Muhammad Ali Khan Tuesday, May 11, 2010 7:55 AM

  Tuesday, May 11, 2010 6:59 AM
• 

  

  0

  Sign in to vote

  Thanks Muhammad,

   

  how can the data map be created for data migration

  thanks

  sahan

  Tuesday, May 11, 2010 10:52 AM
• 

  

  0

  Sign in to vote

  Did  u went  through the channel 9 video above? You can also see the below links  for the same.

  see this map editor

  This project ‘Map Editor’ helps in creating data migration map (including complex transformation maps, creating lookup maps with lookups in source data which are currently not provided by MSCRM 4.0 Data Migration Wizard) and thus helps in the process of migration. This enables user to create new maps, edit existing maps in MSCRM 4.0, and edit the map xml files that have been saved earlier. The tool aims at providing the users a solution to make their life easier by providing an UI interface to create xml base data maps involving complex transformation maps to be consumed by MSCRM 4.0 Data Migration Wizard.

  http://mscrmmapeditor.codeplex.com/

   

  ---

  Muhammad Ali Khan
  http://malikhan.wordpress.com

  • Marked as answer by Jim Glass Jr Tuesday, May 11, 2010 3:30 PM

  Tuesday, May 11, 2010 10:59 AM
• 

  

  0

  Sign in to vote

  
  Hi Mahumad,
  
  Here is the case. I have two excel sheets which has related information. One has account details and the other has the contacts for each account. 1 account can have multiple contacts. I have created a Account ID as a primary key identifier  for contact details form. I have created two custom fields as customer ID in both CRM Account and Contact entities to handle the Accound ID field. When I do the map and import I get the following error  “The lookup reference could not be resolved.”
  
  What should I do????????????/
  
  
  Account Details          

   

  Account ID                Account                 Country
  
     111                       Stig Company              China                       

     112                       Stig Company               UK
  
   
  
  Contact Details
  
  Account ID       Account                   First Name                 Last Name
  
        1            Stig Company               Sahan                     Wijayasekera
  
        1           Stig Company                 Stig                         Clarkson
  
        2            Stig Company              Shadow                     Hammond
  

  Tuesday, May 11, 2010 11:06 PM