Add transformation mappings for import

Use transformation mapping to modify data before importing it. For example, split a full name that is contained in the source file into a first name and a last name to match the target attributes for an entity.

To implement transformation mapping, use the transformation mapping (TransformationMapping) entity and transformation parameter mapping (TransformationParameterMapping) entity.

The transformed data must be compatible with the Common Data Service entity attribute types.

The transformation type is described by the TransformationMapping.TransformationTypeName property. The valid values for this property are listed in the following table:

Field Value
AddToCurrentDate "Microsoft.Crm.Transformations.AddToCurrentDate"
AddToDate "Microsoft.Crm.Transformations.AddToDate"
AdvancedAddToCurrentDate "Microsoft.Crm.Transformations.AdvancedAddToCurrentDate"
AssignValue "Microsoft.Crm.Transformations.AssignValue"
Concatenate "Microsoft.Crm.Transformations.Concatenate"
Replace "Microsoft.Crm.Transformations.Replace"
Split "Microsoft.Crm.Transformations.Split"
Substring "Microsoft.Crm.Transformations.Substring"

The following sections describe the available transformations.

Concatenation

Concatenates strings and separates them with a delimiter.

Input Parameters Description
Prefix String that is used as a prefix in the concatenated string.
Suffix String that is used as a suffix in the concatenated string.
Delimiter One character or combination of characters that separate substrings inside the concatenated string. The delimiter is not used between the prefix and the substring or between the suffix and the substring. Do not use the backspace (\b), newline (\n), and return (\r) characters as a delimiter.
<Variable> Array of variable length that contains substrings.
Output Parameters Description
String Concatenated string.

Split

Separates a string that includes a delimiter into substrings. There can be up to ten substrings.

Input Parameters Description
Input String String that contains one or more substrings that is separated with delimiters.
Delimiter One character or combination of characters that separate substrings inside the string. Do not use the backspace (\b), newline (\n), and return (\r) characters or empty strings as a delimiter.
Output Parameters Description
Variable Substrings 1 through maximum of 10.

For example, if the input string contains eleven substrings, the output contains ten substrings as shown in the following example:

Input string: a;b;c;d;e;f;g;h;i;j;k

Output:

a

b

c

d

e

f

g

h

i

j;k

Substring

Returns a substring of a specified length, starting at a specified point in the string.

Input Parameters Description
Input String String that contains a substring.
Start Index Starting position of the substring.
Length Length of the substring. If the length is null, returns a complete string from the start index.
Output Parameters Description
Substring Returned substring.

Replace

Replaces all occurrences of a specified string with another specified string.

Input Parameters Description
Input String String that contains a search string.
Search String Search string. Do not use the backspace (\b), newline (\n), and return (\r) characters as a search string.
Replace String Replacement string. Use an empty string to remove a search string. Do not use the backspace (\b), newline (\n), and return (\r) characters as a replacement string.
Output Parameters Description
Value Replacement value (same as assigned value).

Assign value

Replaces all values with a specified value.

Input Parameters Description
Value Value that you want to assign.
Output Parameters Description
Value Replacement value (same as assigned value).

Note

Date transformations can only be used for correctly formatted dates. For information about how to format dates, see Common Data Service Help.

Add to date

Adds a specified number of days, months, and years to a date.

Input Parameters Description
Date Date string that is to be modified.
Year Offset Positive or negative value that is added to the year component of an input date.
Month Offset Positive or negative value that is added to the month component of an input date.
Day Offset Positive or negative value that is added to the day component of an input date.
Output Parameters Description
New Date New data string that contains day, month, and year added in this order.

Adjust current date and set time

Adds a specified number of days, months, and years to the current date and sets the specified time. The offsets can only be integer numbers.

Input Parameters Description
Year Offset Positive or negative value that is added to the year component of a current date.
Month Offset Positive or negative value that is added to the month component of a current date.
Day Offset Positive or negative value that is added to the day component of a current date.
Hours Value that is used to set the hours component of a current date.
Minutes Value that is used to set the minutes component of a current date.
Seconds Value that is used to set the seconds component of a current date.
Day of Week Day of the week that can be Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, or Sunday. The days of the week are represented by whole numbers, starting with decimal 1 for Monday. The values for days of the week are contained in the DayOfWeek enumeration. For more information about this enumeration, see the MSDN topic, DayOfWeekEnumeration.
If the calculated current date does not fall on the specified day of the week, it is adjusted to the nearest earlier date that falls on the specified day of the week. The current date is always adjusted to a date in the past.
For example, if you specify Wednesday as a day of the week, and the newly calculated date falls on Tuesday, March 9, then the date is adjusted to Wednesday, March 3.
Output Parameters Description
New Date New data string that contains day, month, and year added in this order.

Advanced add to current date

Adds a specified number of days, months, and years to the current date. You can specify whether offsets are relative to the current date or absolute values. The offsets can only be integer numbers.

For example, if you use an absolute value of 3 for a month offset, the newly calculated month is March. If you set a relative to current date month offset to 3, and the current month is April, the newly calculated month is July.

Input Parameters Description
Year Offset Positive or negative value that is added to the year component of a current date or absolute year.
Year Offset Mode Specify whether the offset is relative to the current date or absolute value by using the TransformationParameterMapping.Data attribute. If you are using early bound types, you can use the TransformationOffsetMode enumeration to specify relative or absolute offset. For a list of the DataTypeCode values, see the picklist values for this entity. 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.
Month Offset Positive or negative value that is added to the month component of a current date or absolute month.
Month Offset Mode Specify whether the offset is relative to the current date or absolute value by using the TransformationParameterMapping.Data attribute. If you are using early bound types, you can use the TransformationOffsetMode enumeration to specify relative or absolute offset. For a list of the DataTypeCode values, see the picklist values for this entity.
Day Offset Positive or negative value that is added to the day component of a current date or absolute day.
Day Offset Mode Specify whether the offset is relative to the current date or absolute value by using the TransformationParameterMapping.Data attribute. If you are using early bound types, you can use the TransformationOffsetMode enumeration to specify relative or absolute offset. For a list of the DataTypeCode values, see the picklist values for this entity.
Hours Value that sets the hours component of a current date.
Minutes Value that sets the minutes component of a current date.
Seconds Value that sets the seconds component of a current date.
Output Parameters Description
New Date New data string that contains day, month, and year, added in this order. First, the relative components are added, and then the absolute values are used to form a date.

See Also

Import data
Prepare source files for import
Create data maps for import
Configure data import
Run data import
Data import entities
Sample: Export and import a data map
Sample: Import data using complex data map