Create a data map for use with import

Can I do this task?

Important

A data map cannot be used if your source data contains references to existing Microsoft Dynamics CRM Online records. If your data does include references to existing records, you must use automatic mapping Importing a data file where the column headings exactly match the Microsoft Dynamics CRM Online display names. No data map is necessary. With automatic mapping, you can map columns that establish a relationship with existing Microsoft Dynamics CRM Online records..

Data maps Files that contain information about how data from a source system corresponds to Microsoft Dynamics CRM Online. created for use with data import are not the same as data maps used for data migration. You cannot use a data migration data map with the Import Data Wizard.

1. In the Navigation Pane, click Settings, click Data Management, and then click Data Maps.
2. To edit a data map A file that contains information about how data from a source system corresponds to data in Microsoft Dynamics CRM Online., double-click the data map.

   - OR -

   To create a new data map, on the Actions toolbar, click New, type a name and select the record type that you will use the data map with.

3. Create a sample comma-separated value (CSV) file A data file with a .csv file extension. Typically a CSV file consists of fields and records, stored as text, in which the fields are separated from one other by commas. that contains:
   • A heading row that contains all column headings that might be included in a source file you plan to import.
   • Data rows that have data for each Microsoft Dynamics CRM Online drop-down list attribute An attribute that contains a set of values that a user must choose from. Also known as a picklist.. For example, if you are importing leads, lead source data is stored in the Lead Source drop-down list attribute in Microsoft Dynamics CRM Online. You would need one row of data to include every possible lead source used in your source data, such as Web site inquiry, trade show, and advertisement.
   • File size smaller than 50 KB.

   Tip

   • One way to create this file is to use a file you intend to import as your sample file. However, the sample file must be smaller than 50 KB.
4. Load your sample file:
   1. Click Attributes, and then click Load Sample Data.
   2. Click Browse, select the comma-separated value file, click Open, and then click OK.

   The source file column headings will be displayed.

   Tip

   • The sample file is not saved as part of the data map. You need to load the sample data each time you edit your data map.
5. Map each source file column heading to a Microsoft Dynamics CRM Online attribute:
   1. Under Source, select a source file column heading from the Column Headingss column.
   2. Select an attribute from the listed unmapped Microsoft Dynamics CRM Online attributes.

      Important All business-required Attributes that are required before a record can be saved. Required fields are marked with an asterisk. attributes must be mapped. To identify unmapped business-required attributes, in the Target area, in the Unmapped Attributes box, select Business Required.

   3. Click Map.

   Tips

   • To change a mapping, click the source value, and then click Unmap.
   • To ignore values in a column during import, click the source column heading, and then click Ignore.
   • To map one source column to multiple Microsoft Dynamics CRM Online attributes, select one attribute and click Map, and then select another attribute and click Map again.
   • The Created and Modified On attributes cannot be imported so they do not appear in the target attribute list.
6. If you selected any Microsoft Dynamics CRM Online drop-down list attributes Attributes that contain a set of values that a user must choose from. Also known as a picklist., map all values in each list.

   If you didn't select any drop-down list attributes, go to step 7.

   1. Under Mappings, click List Values.
   2. Under List Attributes, select a source file column heading from the Column Headings column.
   3. Under Corresponding List Values, for each item in the Source Record Type column, select a value from the Microsoft Dynamics CRM Value list, and then click Map.

      The mapped value will appear in the Target Record Type column.

   4. In addition to any values from your sample file, you must also specify a target Microsoft Dynamics CRM Online value for rows in your source data that have no data in this attribute (Empty), and for rows that contain data that is not mapped (Unmapped).

      For example, if you are importing leads, you might want to map any empty or unmapped values in the Rating column to Cold.

   Tips

   • If your list of values from your sample file does not appear in the list, under Mappings, click Attributes, and reload your source sample file.
   • If you need additional list values in Microsoft Dynamics CRM Online, contact your system administrator or system customizer. More information: Requesting User Interface Changes
   • Once you have mapped a value, you can change it to another value, but you cannot unmap it.
7. Click Save or Save and Close.

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