Answered by:
Import data for OptionSet in CRM 2011

Question
-
Hi, I have a custom optionset in CRM 2011 online. I need to enter about 200+ values for the OptionSet, which will be time consuming and also prone to errors. Is there a way for us to import the excel data into OptionSet? Or what will be best approach. Again thank you for your feedback.Friday, October 7, 2011 1:18 PM
Answers
-
Hello CRM Elite,
By default there is no way to import values for a Global Picklist or Optionset. I have had to do this very time consuming task but I did find it quicker to enter the values via the actual customizations.xml when you export the solution.
For example this picklist is looking for Countries.
<optionset Name="dev_countries" localizedName="Countries" description="A list of countries"> <OptionSetType>picklist</OptionSetType> <IsGlobal>1</IsGlobal> <IsCustomizable>1</IsCustomizable> <displaynames> <displayname description="Countries" languagecode="1033" /> </displaynames> <Descriptions> <Description description="A list of countries" languagecode="1033" /> </Descriptions> <options> <option value="752850000"> <labels> <label description="Canada" languagecode="1033" /> </labels> <Descriptions> <Description description="" languagecode="1033" /> </Descriptions> </option> <option value="752850001"> <labels> <label description="US" languagecode="1033" /> </labels> <Descriptions> <Description description="" languagecode="1033" /> </Descriptions> </option> </options> </optionset>
I simplely tool the following code:
<option value="752850001"> <labels> <label description="US" languagecode="1033" /> </labels> <Descriptions> <Description description="" languagecode="1033" /> </Descriptions> </option>
Then I created a quick function in Excel to prepoulate the Label description and auto increment the the option value. I simply the copy and pasted all of the premade option values back into the customization file and reimported the solution. The whole thing took me about five minuets and gave me a completly reusable tool to use in the future.
Jason Cosman- Proposed as answer by Makarand Keer Friday, October 7, 2011 7:13 PM
- Marked as answer by CRM elite Sunday, October 23, 2011 11:37 PM
Friday, October 7, 2011 1:32 PM
All replies
-
You could write a program to do it using the OptionSet Metadata, however I think this is a one-time thing, right? Once it is in the solution you will not be creating it any more. At that point you may find it more effective time-wise to just do it manually.Friday, October 7, 2011 1:29 PM
-
Hello CRM Elite,
By default there is no way to import values for a Global Picklist or Optionset. I have had to do this very time consuming task but I did find it quicker to enter the values via the actual customizations.xml when you export the solution.
For example this picklist is looking for Countries.
<optionset Name="dev_countries" localizedName="Countries" description="A list of countries"> <OptionSetType>picklist</OptionSetType> <IsGlobal>1</IsGlobal> <IsCustomizable>1</IsCustomizable> <displaynames> <displayname description="Countries" languagecode="1033" /> </displaynames> <Descriptions> <Description description="A list of countries" languagecode="1033" /> </Descriptions> <options> <option value="752850000"> <labels> <label description="Canada" languagecode="1033" /> </labels> <Descriptions> <Description description="" languagecode="1033" /> </Descriptions> </option> <option value="752850001"> <labels> <label description="US" languagecode="1033" /> </labels> <Descriptions> <Description description="" languagecode="1033" /> </Descriptions> </option> </options> </optionset>
I simplely tool the following code:
<option value="752850001"> <labels> <label description="US" languagecode="1033" /> </labels> <Descriptions> <Description description="" languagecode="1033" /> </Descriptions> </option>
Then I created a quick function in Excel to prepoulate the Label description and auto increment the the option value. I simply the copy and pasted all of the premade option values back into the customization file and reimported the solution. The whole thing took me about five minuets and gave me a completly reusable tool to use in the future.
Jason Cosman- Proposed as answer by Makarand Keer Friday, October 7, 2011 7:13 PM
- Marked as answer by CRM elite Sunday, October 23, 2011 11:37 PM
Friday, October 7, 2011 1:32 PM -
Don't know if this article is any use. Scroll down to half way to see the part about bulk upload: http://social.technet.microsoft.com/wiki/contents/articles/3158.crm-2011-option-sets-picklists.aspx
Friday, February 26, 2016 2:59 PM