[Applies to: Microsoft Dynamics CRM 4.0]
Microsoft Dynamics CRM Online provides several tools for importing bulk data:
If you want to automate the import process, you can use the information in the Microsoft Dynamics CRM Online Software Development Kit to write a custom import tool.
The Import Data Wizard is useful for importing data you have stored in a spreadsheet or importing leads that you have purchased. It can be used for importing data into most record types. The Import Data Wizard is designed for use by people in sales, marketing, and customer service to use with their own data. All data imported will be owned by the user who does the import, or, if the user has permission to assign records, all records in an import can be assigned to another user.
The data must be in a comma-separated value (CSV) file or in a delimited text (.txt) file with columns delimited by commas. You can export or save data in comma-delimited format from many applications, such as Microsoft Office Excel or Microsoft Office Outlook contacts, and most databases. If your import file uses column headings that match Microsoft Dynamics CRM Online display names, the file is automatically mapped. If you frequently import data that is in the same format, you can use a data map to map your data to speed the import process.
Microsoft Dynamics CRM Online processes imports in the background, and you can select to receive an e-mail message when the import completes. Once an import completes, you can review the records that succeeded or failed to import. You can export failed records into a separate file so that you can fix them, and then try to import them again. Or, you can delete all records associated with an import.
If your system administrator has enabled duplicate detection during import, you can select whether to import duplicates. After an import completes, you also can run a duplicate-detection job to detect potential duplicates.