To ensure that the file is exported correctly, you must have data in every row of the last column of the list you are exporting. You can add a space or other character in last column of the file or reorder the columns so that the last column always contains data. More information: Microsoft
Knowledge Base Article 77295
Some system views, such as Accounts: No Campaign Activities in Last 3 Months, can be exported only to a static Excel worksheet.
Importing Data
Importing Data
Microsoft Dynamics CRM provides several tools to add bulk data into Microsoft Dynamics CRM:
Import Data Wizard
Data Migration Manager
If you want to automate the import or migration process, you can use the information in the Microsoft Dynamics CRM
Software Development Kit to write a custom import tool.
Comparison: Import Data Wizard and Data Migration Manager
The following table summarizes which tool to use for each task:
Task Import Data Wizard Data Migration Manager
Bring data into more than 50 Microsoft
Dynamics CRM record types
Yes (All users with appropriate permissions can import data.)
Bring data into custom record types and attributes
Yes
Yes (Only the system administrator can migrate data.)
Yes
Use multiple source files that contain related data
No (You can import only one file at a time.)
Yes
Assign records to multiple users No (The wizard assigns all records to one user.)
Yes
Detect duplicates Yes No (You can run duplicate detection after migrating the records.)
Yes Delete all records associated with one job
No
Automatically map data based on column headings in source file
Yes No
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Map drop-down list values Yes No (To map list values, you must manually edit a data map.)
Yes Set value of Created On attribute from source data
No
Customize Microsoft Dynamics CRM to match data
No (Customization must be performed prior to import.)
Yes (Data Migration Manager can create custom record types and attributes.)
Transform data No (You must use a one-to-one mapping of attributes.)
Yes (Complex data transformations are possible.)
Send e-mail message to user when task is done
Yes No
Importing Your Data Using the Import Data Wizard
The Import Data Wizard is useful for importing data you have stored in a spreadsheet or importing leads that you have purchased. It can be used for importing data into most record types. The Import Data Wizard is designed for use by people in sales, marketing, and customer service to use with their own data. All data imported will be owned by the user who does the import, or, if the user has permission to assign records, all records in an import can be assigned to another user.
The data must be in a comma-separated value (CSV) file or in a delimited text (.txt) file with columns delimited by commas. You can export or save data in comma-delimited format from many applications, such as Microsoft Office
Excel or Microsoft Office Outlook contacts, and most databases.
If your import file uses column headings that match Microsoft Dynamics CRM display names, the file is automatically mapped. If you frequently import data that is in the same format, you can use a data map to map your data to speed the import process.
Microsoft Dynamics CRM processes imports in the background, and you can select to receive an e-mail message when the import completes. Once an import completes, you can review the records that succeeded or failed to import. You can export failed records into a separate file so that you can fix them, and then try to import them again. Or, you can delete all records associated with an import.
If your system administrator has enabled duplicate detection during import, you can select whether to import duplicates. After an import completes, you also can run a duplicate-detection job to detect potential duplicates.
Migrating Data Using the Data Migration Manager
The Data Migration Manager is a downloadable tool that can be used to migrate data from another customer relationship management system to Microsoft Dynamics CRM. The tool typically is used when Microsoft Dynamics CRM is first installed to migrate data from previous systems, but also can be used later. It can migrate:
Multiple files containing record types that are related to each other, such as accounts with related contacts
Records that need to be assigned to different Microsoft Dynamics CRM users
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