Import data (all record types)
Applies To: CRM 2015 on-prem, CRM Online
Importing data is often the first important task that you need to perform after you have installed Microsoft Dynamics CRM. You can import data from various CRM systems and data sources into standard and customized fields of most business and custom entities in Microsoft Dynamics CRM. You can include related data, such as notes and attachments. To assure data integrity, you can enable duplicate detection that prevents importing duplicate records. More information: Detect duplicate data
Preliminary steps before you import the data into CRM include:
Preparing source data files in one of the following formats: comma-separated values (.csv), XML Spreadsheet 2003 (.xml), Compressed (.zip) or text files. You can import data from one source file or several source files. A source file can contain data for one entity type or multiple entity types.
Preparing data maps for mapping data contained in the source file to the CRM record fields. You must map every column in the source file to an appropriate field. Unmapped data isn’t imported. More information: Select a data map
There are several ways to import data into CRM:
To import large volumes of data, we recommend a programmatic way, as most efficient. When you import data programmatically, you gain additional capabilities that are not available when you use other methods of importing data. These advanced capabilities include viewing stored source data, accessing error logs and creating data maps that include complex transformation mapping, such as concatenation, split, and replace. More information: Import data.
For smaller import jobs, you can use the Import Data Wizard tool included in the CRM web application. For information about the Import Data Wizard or how to import specific record types, see Import accounts, leads, or other data.
Note For the Import Data Wizard, the maximum file size for .zip files is 32 MB; for the other file formats, it’s 8 MB. With the Import Data Wizard, you can specify the “Map Automatically” option. The wizard automatically maps all the files and the column headings with Microsoft Dynamics CRM record types and fields if:
The file names exactly match the display name of the record type.
The column headings of the file you are importing exactly match the display names of the fields in the record.
- The file names exactly match the display name of the record type.
To add data for an individual record, the quickest way is to use Quick Create from the nav bar or New from the entity form.
More information: Data import.