Tip: To refresh the status, click the Refresh button .
2. Once an import has completed, view the summary information showing the number of records created and the number of records containing errors.
3. To open the import record to view the records that did not import, double-click the import record.
4. To view rows that were successfully imported, under Details, click
Record Types
Created.
5. To view rows that were not imported, under Details, click Failures.
To export rows that failed to import to a new comma-separated value (CSV) file, click Export Error
Rows. You can correct the errors in this file, and then import it.
Work with Data Maps
Create a data map for use with import
Can I do this task?
This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Common Task Permissions
Data maps created for use with data import are not the same as data maps used for data migration. You cannot use a data migration data map with the Import Data Wizard.
1. In the Navigation Pane, click Settings, click Data Management, and then click Data Maps.
2. To edit a data map, double-click the data map.
– OR –
To create a new data map, on the Actions toolbar, click New, type a name and select the record type that you will use the data map with.
3. Create a sample comma-separated value (CSV) file containing:
A heading row containing all column headings that might be included in a source file you plan to import.
Data rows that have data for each Microsoft Dynamics CRM drop-down list attribute. For example, if you are importing leads, lead source data is stored in the Lead Source dropdown list attribute in Microsoft Dynamics CRM. You would need one row of data to include every possible lead source used in your source data, such as Web site inquiry, tradeshow, and advertisement.
File size smaller than 50 KB.
Tip
One way to create this file is to use a file you intend to import as your sample file. However, the sample file must be smaller than 50 KB.
70
4. Load your sample file: a. Click Attributes, and then click Load Sample Data.
Microsoft Dynamics CRM 4.0 User’s Guide
b. Click Browse, select the comma-separated value file, click Open, and then click OK.
Tip
The source file column headings will be displayed.
The sample file is not saved as part of the data map. You need to load the sample data each time you edit your data map.
Map each source file column heading to a Microsoft Dynamics CRM attribute:
. Under Source, select a source file column heading from the Column Headings column. a. Select an attribute from the listed unmapped Microsoft Dynamics CRM attributes.
Important All business-required attributes must be mapped. To identify unmapped businessrequired attributes, in the Target area, in the Unmapped Attributes box, select Business
Required.
Tips b. Click Map.
To change a mapping, click the source value, and then click Unmap.
To ignore values in a column during import, click the source column heading, and then click
Ignore.
To map one source column to multiple Microsoft Dynamics CRM attributes, select one attribute and click Map, and then select another attribute and click Map again.
The Created On and Modified On attributes cannot be imported so they do not appear in the target attribute list. list.
If you selected any Microsoft Dynamics CRM drop-down list attributes, map all values in each
If you didn't select any drop-down list attributes, go to step 7.
. Under Mappings, click List Values. a. Under List Attributes, select a source file column heading from the Column Headings column. b. Under Corresponding List Values, for each item in the Source
Record Type
column, select a value from the Microsoft Dynamics CRM Value list, and then click Map.
The mapped value will appear in the Target Record Type column. c. In addition to any values from your sample file, you must also specify a target Microsoft
Dynamics CRM value for rows in your source data that have no data in this attribute
(Empty), and for rows that contain data that is not mapped (Unmapped).
For example, if you are importing leads, you might want to map any empty or unmapped values in the Rating column to Cold.
Tips
Microsoft Dynamics CRM 4.0 User’s Guide 71
If your list of values from your sample file does not appear in the list, under Mappings, click
Attributes, and reload your source sample file.
If you need additional list values in Microsoft Dynamics CRM, contact your system administrator or system customizer. More information: Requesting User Interface Changes
Once you have mapped a value, you can change it to another value, but you cannot unmap it.
Click Save or Save and Close.
Export a data map
Can I do this task?
This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Common Task Permissions
Notes
1. In the Navigation Pane, click Settings, click Data Management, and then click Data Maps.
2. On the Actions toolbar, click Export.
3. In the File Download dialog box, click Open or Save.
Data maps created for use with data import are not the same as data maps used for data migration.
You cannot use a data migration data map with the Import Data Wizard.
Exported XML files containing data maps can be edited manually. The complete syntax can be found in the Data Map Schema section of the
Microsoft Dynamics CRM 4.0 Software Development Kit
.
Import a data map
Can I do this task?
This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Common Task Permissions
Notes
1. In the Navigation Pane, click Settings, click Data Management, and then click Data Maps.
2. On the Actions toolbar, click Import.
3. In the Import Data Map dialog box, type the name of the file to import, or click Browse and locate the file, and then click OK.
A data map must be a well-formed and valid XML file.
Data maps created for use with data import are not the same as data maps used for data migration.
You cannot use a data migration data map with the Import Data Wizard.
Exported XML files containing data maps can be edited manually. The complete syntax can be found in the Data Map Schema section of the Microsoft Dynamics CRM 4.0 Software Development Kit .
72 Microsoft Dynamics CRM 4.0 User’s Guide
