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Importing attachments and Notes in CRM 2011 RRS feed

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    Hi,

    I am trying to import attachments in CRM 2011 for Contact/Accounts, below is how my CSV file looks, when i don't put file name it works just fine, it creates a NOte for the particular Account/Contact, but when i put file name i get error: 'The reference to the attachment could not be found'. I think i am using the file path string in wrong manner, what is the correct way to use file path? where should the file exist on Server?

     

    Title Description File Name Mime Type Regarding Owner Is Document
    File Attachment test attachment C:\<folder name>\Test.txt
    text/plain
    		 <Contact/Account>
    		 <Owner> Yes
    Danny
    Friday, April 15, 2011 3:44 PM

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    I finally got this working with some help from the following...

    http://www.linkedin.com/groups/How-Import-attachments-in-CRM-21231.S.54058105

    • Your import CSV should be called "Note" with the following columns...
    Title Description File Name Document Mime Type Regarding
    The title of your note/attachment The text for your note/attachment TheFileName.txt TheFileName.txt text/plain The Regarding Record
    The title of your note/attachment The text for your note/attachment TheFileName.jpeg TheFileName.jpeg image/jpeg The Regarding Record
    • Add your attachments into a sub folder where your CSV file is located called "Attachments".
    • ZIP the Attachments folder and the CSV file into a new compressed file and import this through the Data Import tool.
    • The wizard will pick up all the defaults and it should work.

    • Marked as answer by Danny_Archer Thursday, August 18, 2011 11:44 AM
    Tuesday, August 16, 2011 9:57 AM

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    Well we used Data Migration Manager in CRM 4.0 to import attachments/notes but CRM 2011 did not include it as powerful import features are now included in import wizard. Did you specify local path in 'File Name'? I am not sure it will work; can you try loading one or two attachments to a folder on CRM server and then try imporing those couple of records?

     

    Regards, Imran Abbasi
    Friday, April 15, 2011 5:59 PM
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    Well we used Data Migration Manager in CRM 4.0 to import attachments/notes but CRM 2011 did not include it as powerful import features are now included in import wizard. Did you specify local path in 'File Name'? I am not sure it will work; can you try loading one or two attachments to a folder on CRM server and then try imporing those couple of records?

     

    Regards, Imran Abbasi


    Hey Danny,

    Just found an authenticated link for you. Well, "File Name" column should only contain unique file names and files should be stored in the same directory where your .CSV file is stored under a sub directory "Attachments". Wizard will only search for attachments in main directory where CSV file is placed and sub directories. Thats the reason 'File Name' column should only have file name in it. Please try it and let us know if you faced any issues:

    Please visit following URL for more details:

    http://blogs.msdn.com/b/crm/archive/2008/03/11/migrating-notes-and-attachments-using-data-migration-manager.aspx

     

     

    Regards, Imran Abbasi
    Friday, April 15, 2011 8:44 PM
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    Ok thanks Imran,i think you are spot on, i tried this long time back on CRM 2011 Beta version but forgot, will try this and let you know.
    Danny
    Saturday, April 16, 2011 9:19 AM
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    Good to know that!!!!
    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful" Thanks & Regards, Imran Abbasi
    Saturday, April 16, 2011 7:22 PM
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    Hi Imran,

    that didn't work in CRM 2011.I copied my file in the same folder as that of CSV file, also added to the folder 'Documents' didn't work, same for Folder 'Attachments'. i got the same message 'reference to the file could not be found'. I guess DMM which was for CRM 4 and CRM 2011 has differences in how they import files. I also didn't find any document or material on attachment import in CRM 2011 yet. Any link or idea on this?

    thanks!

    Danny
    Monday, April 18, 2011 1:18 PM
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    You have probably already found a way to do this, but for others like me looking for a solution, here is your answer.  http://rc.crm.dynamics.com/rc/2011/en-us/on-prem/5.0/outlookimportnotes.aspx 

    This article is for importing Outlook contacts, but the steps are the same for any notes and there are fields you can map called "Document" and "Filename" when importing attachments. 

    Chrystal
    Tuesday, June 21, 2011 4:07 PM
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    Hi,

    what should be the values of these two columns? where to mention absolute path of the document?

    Danny
    Wednesday, June 29, 2011 1:17 PM
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    I finally got this working with some help from the following...

    http://www.linkedin.com/groups/How-Import-attachments-in-CRM-21231.S.54058105

    • Your import CSV should be called "Note" with the following columns...
    Title Description File Name Document Mime Type Regarding
    The title of your note/attachment The text for your note/attachment TheFileName.txt TheFileName.txt text/plain The Regarding Record
    The title of your note/attachment The text for your note/attachment TheFileName.jpeg TheFileName.jpeg image/jpeg The Regarding Record
    • Add your attachments into a sub folder where your CSV file is located called "Attachments".
    • ZIP the Attachments folder and the CSV file into a new compressed file and import this through the Data Import tool.
    • The wizard will pick up all the defaults and it should work.

    • Marked as answer by Danny_Archer Thursday, August 18, 2011 11:44 AM
    Tuesday, August 16, 2011 9:57 AM
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    thanks, it works!!
    Danny
    Thursday, August 18, 2011 11:46 AM