Export (0) Print
Expand All

Sample: Export and import a data map

Applies To: Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online

This sample code is for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online. Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:

SampleCode\CS\DataManagement\DataImport\UsingExportAndImportMappings.cs

SampleCode\VB\DataManagement\DataImport\UsingExportAndImportMappings.vb

Requirements

For more information about the requirements for running the sample code provided in this SDK, see Use the sample and helper code.

Demonstrates

This sample shows how to create an import map (data map) in Microsoft Dynamics CRM, export it as an XML formatted data, import modified mappings and create a new import map in Microsoft Dynamics CRM based on the imported mappings.

Example


using System;
using System.ServiceModel;
using System.Xml.Linq;
using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;

namespace Microsoft.Crm.Sdk.Samples
{
    /// <summary>
    /// This sample shows how to define an import mapping, export the import mapping
    /// record and re-import a modified import mapping.
    /// </summary>
    /// <remarks>
    /// At run-time, you will be given the option to delete all the
    /// database records created by this program.
    /// </remarks>
    public class UsingExportAndImportMappings
    {
        #region Class Level Members
        private OrganizationServiceProxy _serviceProxy;
        private Guid? _importMapId;
        private String _mappingXml;
        private Guid? _newImportMapId;
        #endregion

        #region How To Sample Code

        /// <summary>
        /// Creates an import mapping, retrieves the xml, modifies the name,
        /// and re-imports the import mappings 
        /// </summary>
        /// <param name="serverConfig">Contains server connection information.</param>
        /// <param name="promptforDelete">When True, the user will be prompted to delete all
        /// created entities.</param>
        public void Run(ServerConnection.Configuration serverConfig,
           bool promptforDelete)
        {
            using (_serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig))
            {
                // This statement is required to enable early-bound type support.
                _serviceProxy.EnableProxyTypes();

                CreateImportMapping();
                RetrieveMappingXml();
                ChangeMappingName();
                ImportMappingsByXml();

                DeleteRequiredRecords(promptforDelete);
            }
        }

        /// <summary>
        /// Creates the import mapping record. 
        /// </summary>
        private void CreateImportMapping()
        {
            // Create the import map and populate a column
            ImportMap importMap = new ImportMap()
            {
                Name = "Original Import Mapping"  + DateTime.Now.Ticks.ToString(),
                Source = "Import Accounts.csv",
                Description = "Description of data being imported",
                EntitiesPerFile =
                    new OptionSetValue((int)ImportMapEntitiesPerFile.SingleEntityPerFile),
                EntityState = EntityState.Created
            };

            _importMapId = _serviceProxy.Create(importMap);

            Console.WriteLine(String.Concat("Import map created: ", _importMapId.Value));

            #region Column One Mappings
            // Create a column mapping for a 'text' type field
            ColumnMapping colMapping1 = new ColumnMapping()
            {
                // Set source properties
                SourceAttributeName = "name",
                SourceEntityName = "Account_1",

                // Set target properties
                TargetAttributeName = "name",
                TargetEntityName = Account.EntityLogicalName,

                // Relate this column mapping with the data map
                ImportMapId =
                    new EntityReference(ImportMap.EntityLogicalName, _importMapId.Value),

                // Force this column to be processed
                ProcessCode =
                    new OptionSetValue((int)ColumnMappingProcessCode.Process)
            };

            // Create the mapping
            Guid colMappingId1 = _serviceProxy.Create(colMapping1);

            Console.WriteLine(String.Concat("Column mapping added SourceAttributeName: name",
                ", TargetAttributeName: name, TargetEntityName: account"));
            #endregion
        }
        
        /// <summary>
        /// Export the mapping that we created
        /// </summary>
        private void RetrieveMappingXml()
        {
            if (!_importMapId.HasValue)
                return;

            // Retrieve the xml for the mapping 
            var exportRequest = new ExportMappingsImportMapRequest
            {
                ImportMapId = _importMapId.Value,
                ExportIds = true,
            };

            var exportResponse = (ExportMappingsImportMapResponse)_serviceProxy
                .Execute(exportRequest);

            _mappingXml = exportResponse.MappingsXml;

            Console.WriteLine(String.Concat("Import mapping exported for ", 
                _importMapId.Value, "\nMappingsXml:\n", _mappingXml));
        }

        /// <summary>
        /// Parse the XML to change the name attribute
        /// </summary>
        private void ChangeMappingName()
        {
            if (string.IsNullOrWhiteSpace(_mappingXml))
                return;

            // Load into XElement
            var xElement = XElement.Parse(_mappingXml);

            // Get the Name attribute
            var nameAttribute = xElement.Attribute("Name");

            // Swap the name out
            if (nameAttribute != null)
            {
                string newName = "New Import Mapping" + DateTime.Now.Ticks.ToString();
                Console.WriteLine(String.Concat("\nChanging the import name\n\tfrom: ",
                    nameAttribute.Value, ",\n\tto: ", newName));

                nameAttribute.Value = newName;
                _mappingXml = xElement.ToString();
            }
        }

        /// <summary>
        /// Create a mapping from Xml
        /// </summary>
        private void ImportMappingsByXml()
        {
            if (string.IsNullOrWhiteSpace(_mappingXml))
                return;

            // Create the import mapping from the XML
            var request = new ImportMappingsImportMapRequest
            {
                MappingsXml = _mappingXml,
                
                ReplaceIds = true,
            };

            Console.WriteLine(String.Concat("\nCreating mapping based on XML:\n", 
                _mappingXml));

            var response = (ImportMappingsImportMapResponse)
                _serviceProxy.Execute(request);

            _newImportMapId = response.ImportMapId;

            Console.WriteLine(String.Concat("\nNew import mapping created: ", 
                _newImportMapId.Value));

            // Retrieve the value for validation
            var exportRequest = new ExportMappingsImportMapRequest
            {
                ImportMapId = _newImportMapId.Value,
                ExportIds = true,
            };

            var exportResponse = (ExportMappingsImportMapResponse)_serviceProxy
                .Execute(exportRequest);

            var mappingXml = exportResponse.MappingsXml;

            Console.WriteLine(String.Concat("\nValidating mapping xml for : ", 
                _newImportMapId.Value, ",\nMappingsXml:\n", mappingXml));
        }

        /// <summary>
        /// Deletes the records created by this sample
        /// </summary>
        /// <param name="prompt"></param>
        private void DeleteRequiredRecords(bool prompt)
        {
            bool toBeDeleted = true;

            if (prompt)
            {
                // Ask the user if the created entities should be deleted.
                Console.Write("\nDo you want these entity records deleted? (y/n) [y]: ");
                String answer = Console.ReadLine();
                if (answer.StartsWith("y") ||
                    answer.StartsWith("Y") ||
                    answer == String.Empty)
                {
                    toBeDeleted = true;
                }
                else
                {
                    toBeDeleted = false;
                }
            }

            if (toBeDeleted)
            {
                if (_importMapId.HasValue)
                {
                    Console.WriteLine(String.Concat("Deleting import mapping: ", _importMapId.Value));
                    _serviceProxy.Delete(ImportMap.EntityLogicalName, _importMapId.Value);
                }

                if (_newImportMapId.HasValue)
                {
                    Console.WriteLine(String.Concat("Deleting import mapping: ", _newImportMapId.Value));
                    _serviceProxy.Delete(ImportMap.EntityLogicalName, _newImportMapId.Value);
                }

                Console.WriteLine("Entity records have been deleted.");
            }
        }

        #endregion

        #region Main method
        /// <summary>
        /// Standard Main() method used by most SDK samples.
        /// </summary>
        /// <param name="args"></param>
        static public void Main(string[] args)
        {
            try
            {
                // Obtain the target organization's Web address and client logon 
                // credentials from the user.
                ServerConnection serverConnect = new ServerConnection();
                ServerConnection.Configuration config = serverConnect.GetServerConfiguration();

                var app = new UsingExportAndImportMappings();
                app.Run(config, true);
            }
            catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp);
                Console.WriteLine("Code: {0}", ex.Detail.ErrorCode);
                Console.WriteLine("Message: {0}", ex.Detail.Message);
                Console.WriteLine("Plugin Trace: {0}", ex.Detail.TraceText);
                Console.WriteLine("Inner Fault: {0}",
                    null == ex.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
            }
            catch (System.TimeoutException ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine("Message: {0}", ex.Message);
                Console.WriteLine("Stack Trace: {0}", ex.StackTrace);
                Console.WriteLine("Inner Fault: {0}",
                    null == ex.InnerException.Message ? "No Inner Fault" : ex.InnerException.Message);
            }
            catch (System.Exception ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine(ex.Message);

                // Display the details of the inner exception.
                if (ex.InnerException != null)
                {
                    Console.WriteLine(ex.InnerException.Message);

                    FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> fe = ex.InnerException
                        as FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>;
                    if (fe != null)
                    {
                        Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp);
                        Console.WriteLine("Code: {0}", fe.Detail.ErrorCode);
                        Console.WriteLine("Message: {0}", fe.Detail.Message);
                        Console.WriteLine("Plugin Trace: {0}", fe.Detail.TraceText);
                        Console.WriteLine("Inner Fault: {0}",
                            null == fe.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
                    }
                }
            }
            // Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
            // SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.

            finally
            {
                Console.WriteLine("Press <Enter> to exit.");
                Console.ReadLine();
            }
        }
        #endregion
    }
}

See Also

Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online
Send comments about this topic to Microsoft.
© 2014 Microsoft Corporation. All rights reserved.
Was this page helpful?
(1500 characters remaining)
Thank you for your feedback
Show:
© 2014 Microsoft