Import records from a file

Can I do this task?

To ensure a successful import, be sure to follow the steps in Prepare a file for import.

1. In the Navigation Pane, click Workplace, and then under My Work, click Imports.

   - OR -

   On the Tools menu, click Import Data.

2. On the Actions toolbar, click New.
3. Click Browse to find the file to import.
4. If you are not using the default delimiters, which for data are double quotation marks (" ") and for fields are commas (,), you can select other symbols as the delimiters.

   Other recognized delimiters for data include: single quotation marks (' ') and none.

   Other recognized delimiters for fields include: colons (:), tabs, and semicolons (;).

5. Click Next.
6. Select the record type to import the records to.
7. Determine how the source data will be mapped to Microsoft Dynamics CRM Online data:
   • If the column headings Text used in the first row of a spreadsheet or file that labels the data in each column. in your file exactly match Microsoft Dynamics CRM Online display names Labels that are used by default when attributes are displayed on a form, in a list, or in a report. The Display Name for each attribute can be changed in the Customization area by a user with an appropriate security role., an automatic data map will be used, and the word Automatic will be entered in the Data map box.
   • If the Data map box remains empty, check your data file to make sure the column headings are actual display name values from the selected record type, or click the Lookup button to select a data map A file that contains information about how data from a source system corresponds to data in Microsoft Dynamics CRM Online.. If you do not yet have a data map, you need to create one, and then return to the wizard. More information: Work with Data Maps
8. In the Mapping Results section, if there are any unmapped columns or errors, click View Details.
   • If you have columns that cannot be imported, you will see Ignored columns: Count.

     Two types of columns are ignored Data in the source file will not be imported.: computed columns, such as Full Name in the contact record type, and columns for attributes that cannot be created and updated, such as Created, Created, Modified On, and Modified By in all record types.

   • If you have not mapped all business-required Attributes that are required before a record can be saved. Required fields are marked with an asterisk. columns, you will see Unmapped required columns Count.
9. After reviewing the details, if none of them need to be fixed, click OK.

   - OR -

   If you need to fix your source file, open your source file and fix the problems, click Back, and return to step 3 to select your source file.

10. Click Next.
11. In the Assign To section, to assign all the records in this import to a different user, click Lookup, and select the user.

    This option is not available for organization-owned Records that everyone in the organization needs to access, such as products or sales literature items. Access to this type of record can be set at one of two levels: None , or Organization . record types such as Product.

12. By default, if duplicate detection is enabled for this record type, duplicate records are not imported.

    If you want to import duplicates, select Import duplicate records.

    This option is not available if duplicate detection is not enabled or not available for the record type you are importing.

13. Click Next.
14. If necessary, rename the import job and change the notification options, and then click Import.
15. An import job is started in the background. You can continue to work in Microsoft Dynamics CRM Online while the import runs.

Tips

Note

By default, the maximum size of the file that you can upload is 4 megabytes (MB). This can be changed by your administrator. More information: Microsoft Knowledge Base Article 295626.

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