A data map works as the back-bone of the Import process by mapping source file and columns to their corresponding target record types and fields in Dynamics CRM.
One question that I had when first using Dynamics CRM was how to create a new data map.
I could export the import templates, and use those to import data, but I couldn’t quite understand how to create a new data map.
My problem was that I was trying to modify the existing import templates, and I was using Excel files rather than CSV or XML.
So, to create a new data map:
- Create an Excel file with some data – accounts, contacts, etc., whatever you’d like to import. But then save this as a CSV file.
- NOTE: The first row should be a header row which designates the data in each column.
- For a contact import, it could be something as simple as this:
- In Dynamics CRM, navigate to Settings, Data Management, Imports
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- Click on Import Data at top
- Select the CSV file
- Next make sure the delimiter settings look good and that you have “First row contains column headings” checked.
- Click Next and Select – “Default (Automatic Mapping)” as your Data Map
- Click Next and Select Contact (or your proper Record Type) for Record Type
- Select Next and map your fields
- Click Next – If this is a Data Map you would like to use again, give the Data Map a Name
- Click Submit
- Click on Finish, or Imports link to make sure the import is successfully (you can refresh at the top right as needed)
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- If everything is successful, the contacts are now in CRM:
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