Applies to Dynamics 365 for Customer Engagement apps version 9.x
If you want to import data into Dynamics 365 for Customer Engagement apps, you can use the data import feature. Data import lets you upload data from various customer relationship management systems and data sources into Dynamics 365 for Customer Engagement apps. You can import data into standard and customized attributes of most business and custom entities. You can also include related data, such as notes and attachments.
Dynamics 365 for Customer Engagement apps include a web application tool called Import Data Wizard. You use this tool to import data records from one or more comma-separated values (.csv), XML Spreadsheet 2003 (.xml), or text files.
For more information about the Import Data Wizard, see Dynamics 365 for Customer Engagement apps Help.
The Dynamics 365 for Customer Engagement web services provide the following additional capabilities that aren’t available in the Import Data Wizard:
Create data maps that include complex transformation mapping, such as concatenation, split, and replace.
Define custom transformation mapping.
View source data that is stored inside the temporary parse tables.
Access error logs to build custom error reporting tools with improved error logging views.
Run data import by using command-line scripts.
LookupMapXML tags in the data map to indicate that the data lookup will be initiated and performed on a source file that is used in the import.
OwnerMetadataXML tags in the data map to match the user records in the source file with the records of the user (system user) in Dynamics 365 for Customer Engagement apps.
Use optional validation checks.
Validation isn’t optional in the Import Data Wizard.
To implement data import, you typically do the following:
Create a comma-separated values (CSV), XML Spreadsheet 2003 (XMLSS), or text source file.
Create a data map or use an existing data map.
Associate an import file with a data map.
Upload the content from a source file to the associated import file.
Parse the import file.
Transform the parsed data.
Upload the transformed data into the target Dynamics 365 for Customer Engagement apps server.
You can import data from one source file or several source files. A source file can contain data for one entity type or multiple entity types.
Parsing, transforming, and uploading of data is done by the asynchronous jobs that run in the background.
By default, all custom entities are enabled for import. To determine if a business entity is enabled for import, see the entity metadata for the specific entity. If an entity is enabled for import, the entity metadata property
IsImportable is set to
true. The value of this property can’t be changed for the out-of-the-box business entities. To view the entity metadata for your organization, install the Metadata Browser solution described in Browse the metadata for your organization. You can also browse the reference documentation for entities in the Entity Reference.