[Applies to: Microsoft Dynamics CRM 4.0]

How List Values Are Imported

In Microsoft Dynamics CRM Online, list values are created automatically during import if they are not present in Microsoft Dynamics CRM Online. You can create a maximum of 400 list values during the import using the Import Data Wizard. If you need to create more than 400 picklist values, the file should be split into two files.

To prevent records from failing to import, you can either:

• Manually edit a data map A file that contains information about how data from a source system corresponds to data in Microsoft Dynamics CRM Online. to map values in your source data to existing Microsoft Dynamics CRM Online list values.

  Work with Data Maps

• Before importing data, customize the drop-down list field in Microsoft Dynamics CRM Online to include all values in your source data.

List value mapping is not case-sensitive.

Suggested Preparation in Source Files

If you specify that the wizard should customize Microsoft Dynamics CRM Online list values, review your source values to make sure your values are consistent. Import can be a useful opportunity for improving the quality of your data.

Example of Using a Data Map to Map List Values

The following steps show how you would edit the data map for a column in your lead file called "Source", which maps to the Microsoft Dynamics CRM Online Lead Source (leadsource) attribute. The steps below assume you are creating your own data map. For details of the data map elements used in the example, see Data Map Schema Reference.

1. Identify valid Microsoft Dynamics CRM Online values for the list. In this case, by default, valid Microsoft Dynamics CRM Online values are Advertisement, Employee Referral, External Referral, Partner, Public Relations, Seminar, Trade Show, Web, Word of Mouth, and Other. This list has no default value.
2. Identify unique values in your source files and make a table for yourself that identifies which source values map to which target values. This example is based on finding "web site", "trade show", "our web site" and empty values in your data.

   Source List Value	Microsoft Dynamics CRM Online List Value	Comments
   "web site"	Web	You can map multiple source values to one target value. This can be a useful way to improve data consistency as part of import.
   "our web site"	Web	You can map multiple source values to one target value. This can be a useful way to improve data consistency as part of import.
   "trade show"	Trade Show	Because mapping is not case-sensitive, this source value will be automatically mapped.
   empty	Other	In the mapping, you can specify how empty values are processed.

3. Do a test import of leads using a file that just contains one record with each list value.
4. When you get to the Map Fields wizard page, select Ignore for your source column.
5. After the import completes successfully, export your data map.
6. Open the data map using any XML editor A tool designed for editing XML files, such as XML Notepad 2007. XML files can also be edited with any text editor, such as Notepad..
7. In the <EntityMap> section for the record type, find the <SourceAttributeName> element with a value of Source. The data map section will look like this:

   <AttributeMap>

   <SourceAttributeName>Source</SourceAttributeName>

   <TargetAttributeName></TargetAttributeName>

   <ProcessCode>Ignore</ProcessCode>

   </AttributeMap>

8. Fill in <TargetAttributeName> with Lead Source, and change the value of <ProcessCode> to Process. <AttributeMap>

   <SourceAttributeName>Source</SourceAttributeName>

   <TargetAttributeName>leadsource</TargetAttributeName>

   <ProcessCode>Process</ProcessCode>

   </AttributeMap>

9. In Microsoft Dynamics CRM Online, look up the integer values for Web and Other:
   1. Double-click, and then click Attributes.
10. Open the Lead Source attribute.
    1. Select Web, and then click Edit. By default, the value is 8.
    2. Select Other, and then click Edit. By default, the value is 10.
11. Add a <PicklistMaps> section to the mapping and create one <PicklistMap> element for each value in your source data that needs to be mapped. <AttributeMap>

    <SourceAttributeName>Source</SourceAttributeName>

    <TargetAttributeName>leadsource</TargetAttributeName>

    <ProcessCode>Process</ProcessCode>

    <PicklistMaps>

    <PicklistMap>

    <SourceValue>web site</SourceValue>

    <TargetValue>Web</TargetValue>

    <ProcessCode>Process</ProcessCode>

    </PicklistMap>

    <PicklistMap>

    <SourceValue>web site</SourceValue>

    <TargetValue>8</TargetValue>

    <ProcessCode>Process</ProcessCode>

    </PicklistMap>

    <PicklistMap>

    <SourceValue>our web site</SourceValue>

    <TargetValue>8</TargetValue>

    <ProcessCode>Process</ProcessCode>

    </PicklistMap>

    <PicklistMap>

    <SourceValue></SourceValue>

    <TargetValue>10</TargetValue>

    <ProcessCode>Process</ProcessCode>

    </PicklistMap>

    </PicklistMaps>

    </AttributeMap>

12. Change the Name parameter for the <Map> element. Each data map must have a unique name to be imported.
13. Import the data map.
14. Do another test import using the data map you imported.