Import Data Wizard - Select Data Map

• This page lets you choose whether you want the Import Data Wizard to automatically map the source files or you want to specify a data map to do the mappings.

• Select Map Automatically to allow the Import Data Wizard to automatically map the source data with Microsoft Dynamics CRM Online record types and fields. The Import Data Wizard tries to identify the matching Microsoft Dynamics CRM record type and fields by comparing their display names with the files you have uploaded for import and their column names. If the Import Data Wizard is not able to map any entity or field, it will show the mapping pages so that you can manually map the unmapped record types or fields.
• Select Use an Existing Data Map: and select a data map to use for the mappings.

  The existing data map list includes all the maps that you may have imported or created at the time of mapping the files manually. By default, Microsoft Dynamics CRM Online provides a data map for Salesforce.com.

  • Select Salesforce Map for Full-Data Export if you obtained your data from Salesforce.com using the Full-Data Export.

    This is selected by default if you have uploaded a .zip file.

  • Select Salesforce Map for Report Export if you have obtained your data from Salesforce.com using the Report Export.

    For more information about exporting data from Salesforce.com, see Work with Salesforce.com Data.

  • Select any other maps under Custom Maps if you already have the mappings defined for the type of data you are importing.

  Note

  • If a map for your source system isn't listed in the Import Data Wizard, check the Resource Center to see if one is available. If not, you can export a data map to edit it manually and import it back. Or, you can also save your mappings during an import session as a new data map.