How Address Records Are Imported
Microsoft Dynamics CRM stores addresses associated with accounts, contacts, competitors, and contracts. If you are importing these record types, make sure the address data is correctly structured in your source files.
There can be more than one address for several record types. To identify the different addresses, use an address name field. Examples of address names include "home," "business," or "summer only."
You can store two addresses for each record in your accounts source file. If you have more than two addresses for an account, put them in a separate source file and import them to the Address record type. You can use a separate address file if your source data is structured with addresses separate from accounts.
Only use the source address file for address records related to accounts. It needs to contain an "Account" column that has information about which account record to relate the address. It must include a "Street1" column, because that is a required column for addresses.
You can store two addresses in each record in your contacts source files. If you have additional addresses for a contact, put them in a separate source file and import them to the Address record type. You can use a separate address file if your source data is structured with addresses separate from contacts.
Only use source address file for address records related to contacts. It needs to contain a "Contact" column that has information about which contact record to relate the address. It must include a "Street1" column, because that is a required column for addresses.
When you use the Import Data Wizard, it uses the data map to map the data in your address file. If you select automatic mapping, the lookup searches on "Name" and "Primaryfield" only.
You can store two addresses per competitor record. The addresses must be in the competitor record. You cannot add additional addresses by using the Address record type.
By default, the form for the Competitor record type only displays one address. If you import two addresses, use the Customization area to update the form to display the second address.
Each contract record references a Contract Address and a Bill To Address. The contract record does not store actual addresses.
- Contract Address. It stores a valid address name value from the customer record associated with the contract.
- Bill To Address. It stores a valid address name from the associated Bill To Customer record. Address name values are descriptions of the type of address, such as "home" or "business."
This means you should not have address data in your contracts source file. Instead, you should have "Customer" and "Bill To Customer" columns that reference valid customers that are in your Accounts.csv file or are already in Microsoft Dynamics CRM. The records for these customers must include addresses, and each address must include an address name.
To associate addresses with a contract, each contract record must have a Contract Address that references a valid address name from the customer record, and a Bill To Address that references a valid address name from the customer specified in the "Bill To Customer" column.
Required Preparation in Microsoft Dynamics CRM
No changes are required in Microsoft Dynamics CRM.
Required Preparation in Source Files
- You must have an "ObjectTypeCode" column in your .csv file with a value of 1 if the address is related to an account record or 2 if the address is related to a contact record. If you do not have this column, you get the message "An error has occurred" when you try to import additional addresses.
- Make sure address data is in the proper file as described previously.