[Applies to: Microsoft Dynamics CRM 4.0]
This page displays progress as the wizard uses the selected data map to map columns in your source files to the fields in Microsoft Dynamics CRM Online. For the columns that are not mapped, the wizard provides options of creating new fields in Microsoft Dynamics CRM Online, ignoring the data from the columns, or mapping columns to existing Microsoft Dynamics CRM Online fields.
This page appears when:
- OR -
By default, the left pane shows a list of Microsoft Dynamics CRM record types. These record types are the source files that you mapped in the Map Record Types page.
Each record type is marked either with a green check mark or an alert mark to specify if the fields for the record type are already mapped or if the record type has at least one column that could not be mapped.
When you click any record type, the right pane shows a list of required and other fields for the record type.
If you selected a data map to map your data, the Import Data Wizard selects a field as a possible match for each column in the source file, based on the mapping definitions in the selected data map. If you want the Import Data Wizard to automatically map the files, the column name and the display name of the Microsoft Dynamics CRM Online field to which you want to import the data must exactly match.
For the columns that could not be mapped to the fields in Microsoft Dynamics CRM Online, the CRM Fields column shows a list of available fields to which you can map your source columns. You can also choose to either create a new field in Microsoft Dynamics CRM or skip importing data from the column.
You must map all the mandatory fields before you continue. However, Microsoft Dynamics CRM Online populates some fields by default; shown as Ignore, and you do not need to map these fields to continue with your import. In some cases, such as Currency field for Opportunity record type is populated with the default value.
If a source column is mapped to multiple fields in Microsoft Dynamics CRM Online or if the fields are mapped through transformation mapping, the fields are shown as "Internally Mapped" and you cannot change the mappings for such columns. The target fields that are used in the transformation mapping or multiple mapping are not listed in the drop-down list to prevent you from mapping those fields with other source columns.
To map fields:
For each source data file that has a yellow warning message icon:
- OR -
Click Back to return to the Map Record Types page.