Importing Data

Price List Items

When faced with the task of creating large numbers of price list items, you may be tempted to use the Import Data Wizard to import and therefore create price list item entries. My advice is don't do this for two reasons:

Importing Subjects

Subjects can be imported into Microsoft Dynamics CRM. If a hierarchical subject structure is used, import the top level subject names first and then each level in turn.

In the import file include the following columns for the top-level subjects:

  • Title, Feature Mask

and for levels below include the following:

  • Parent Subject, Title, Feature Mask

You must set Feature Mask to 1 for every line, otherwise the subject does not show in the subject tree.

Export to Excel for re-import

In Microsoft Dynamics CRM 2011 you can export data to edit in Excel and then import the data back to CRM.

To do this, you select the Make this data available for re-importing by including required column headings option.

The export file has a .xml extension. To edit the file you must open it with Excel, however if you get a message that the file is corrupt it may be that you need to unblock access to the file. Right-click the file and on the General tab click the Unblock button.

Importing files to update existing records

When using the import feature (Tools | Import) of the CRM application (as opposed to the Data Migration Manager) it is possible to update existing records rather than adding new records.

To do this, ensure that the first column in the import file is named the same as the import record type (e.g. if importing accounts then the first column must be named account) and that the data for this column contains the GUID of existing records.