The Microsoft Dynamics CRM Blog
News and views from the Microsoft Dynamics CRM Team

Using the Auto Mapping Feature

Using the Auto Mapping Feature

  • Comments 5

In Microsoft CRM 4.0, the Import Map Editor doesn't create lookup mapping by default. You may notice this when trying to import the data with lookup type columns. For example, see the import file with columns as indicated below.

AM

You may want to import this for Contact entity with the help of a user-defined map. In the CRM 4.0 Import Map Editor there is no support for defining lookup mapping for reference type of fields. So you can’t define mapping for ‘ParentCustomer’ column as this is a reference type.

In order to overcome this, use the auto-mapping functionality in the Import Wizard. Change the column names in the CSV file to match the display name of corresponding target columns. WE do this to facilitate auto-mapping in import wizard. After making this change the import file look like this:

AM2

Note: In the above example we have inserted space in between the column names. Now the column names are displaying the names of the contact’s attributes in CRM.

When using this modified CSV file with Import Wizard, it automatically detects the mapping to be used, and as a result, the import is successful. Below we can see the automatic mapping appearing in import wizard.

   AM3

Cheers,

Priyesh Suman

  • PingBack from http://www.travel-hilarity.com/airline_travel/?p=2257

  • When you create the CSV file you'll use to import the data to MS Dynamics CRM 4.0 remember that the field names are case sensitive: "E-mail" (correct) is different from "E-Mail" (wrong). I lost a couple of minutes to fix my data files in order to use the Auto Mapping Feature because of incorrect field names. It's always preferable to use the auto mapping feature rather than creating a new data map.

    Regards,

    Sergio Coelho

  • What happens if you have a column in your source file (Key) that you need to match the Account with?  I have contacts that need to be imported and associated with Accounts.  Account Names can be duplicated, but I have a unique key to identify them.  How can I tell the import tool to associate the new contact with the correct Account?

  • Check out the data import scheduler from Castor that uses the Data Import Tool for version 4.0 http://www.castorsoft.com

  • Is it possible that I may have inadvertently deleted the Automatic Mapping entity?

    It never shows up in the list of my data maps. Is there any way of restoring it?

    Thank you

Page 1 of 1 (5 items)
Leave a Comment
  • Please add 7 and 6 and type the answer here:
  • Post