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Sample: Import data using complex data map

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This sample shows how to create new records by using data import. The sample uses a complex data map.

SDK for .NET: Import data using complex data map sample code

Note

The source data for this sample is contained in the following file ImportComplexDataMap\import accounts.csv

How to run this sample

  1. Download or clone the Samples repo so that you have a local copy.
  2. (Optional) Edit the dataverse/App.config file to define a connection string specifying the Microsoft Dataverse instance you want to connect to.
  3. Open the sample solution in Visual Studio and press F5 to run the sample. After you specify a connection string in dataverse/App.config, any sample you run will use that connection information.

If you do not specify a connection string in dataverse/App.config file, a dialog will open each time you run the sample and you will need to enter information about which Dataverse instance you want to connect to and which credentials you want to use. This dialog will cache previous connections so that you can choose a previously used connection.

Those samples in this repo that require a connection to a Dataverse instance to run will include a linked reference to the dataverse/App.config file.

How this sample works

In order to simulate the scenario described above, the sample will do the following:

Setup

  1. Checks for the current version of the org.
  2. The ImportMap method creates an import map.
  3. The ColumnMapping method creates a column mapping for a text type column.
  4. The EntityReference method relates the column mapping with the data map.
  5. The LookUpMapping method creates a lookup mapping to the parent account.
  6. The ImportFile method creates a import file.
  7. The GetHeaderColumnsImportFileRequest method retrieves the header columns used in the import file.
  8. The ParseImportRequest method parses the import file.
  9. The RetrievedParsedDataImportFileRequest method retrieves the data from the parse table.
  10. The TransformImportRequest method transforms the import.

Clean up

Display an option to delete the records created in the Setup. The deletion is optional in case you want to examine the tables and data created by the sample. You can manually delete the records to achieve the same result.

See Also

Import data
Prepare source files for import
Create data maps for import
Add transformation mappings for import
Configure data import
Run data import
Data import tables
Sample: Export and import a data map