Transformation Reference

Transformations Types of mappings used to modify data before migrating it.Transformations include concatenation, split, replace, substring, assignment, and date modifications. cannot be defined through the user interface of the Import Data Wizard. They must be defined in a data map A file that contains information about how data from a source system corresponds to data in Microsoft Dynamics CRM..

There are two types of transformations:

• String transformations. Transform string data to be used in string fields or lookup fields Fields used to create a reference to a related record. Also known as a relationship field..
• Date transformations. Transform dates to be used in datetime types of fields.

Transformations are used inside an <EntityMap> element in a data map.

• Each input is a fixed string or the value of a column in the source file referenced in the <EntityMap>.
• The output maps to one or more Microsoft Dynamics CRM fields in the target record type.

For descriptions of each XML element shown in the examples, see Data Map Schema Reference.

Important

Parameters and XML elements in each transformation mapping must be used in the order shown in the examples.

Steps for using a transformation.

String Transformations

Unless specified as optional, all parameters are required.

Concatenate

Split

Substring

Replace

Assign Value

Date Transformations

Unless specified as optional, all parameters are required.

Add to Date

Add to Current Date

Advanced Add to Current Date

Notes

• You cannot use multiple transformations on the same columns.
• You cannot use transformations on drop-down list attributes Attributes that contain a set of values that a user must choose from. Also known as a picklist..