CRM Data Import Tool

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Available Domain » Blog Archive » CRM Data Import Tool — Fri, 25 Jan 2008 23:53:11 GMT

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CRM Data Import Tool

Windows Vista News — Sat, 26 Jan 2008 00:00:08 GMT

Interesting: blogs.msdn.com

re: CRM Data Import Tool

Ananth — Mon, 28 Jan 2008 07:34:08 GMT

It is very informative. Thanks for the blog.

How to: Bulk edit CRM 4.0

Tech Tips, Comments and Curious Stuff — Mon, 28 Jan 2008 20:19:14 GMT

For CRM 4.0, our Data Management Team introduced several APIs that allow you to bulk edit records in

How to: Bulk edit CRM 4.0

Noticias externas — Mon, 28 Jan 2008 20:36:02 GMT

For CRM 4.0, our Data Management Team introduced several APIs that allow you to bulk edit records in

Tool to Update Microsoft Dynamics CRM 4.0 data inline and Export to CSV for Re-import

UK Microsoft Dynamics Support Team Blog — Tue, 29 Jan 2008 17:48:06 GMT

Some of you may have been frustrated that before the launch of Microsoft Dynamics CRM 4.0, there were

Tool to Update Microsoft Dynamics CRM 4.0 data inline and Export to CSV for Re-import

Noticias externas — Tue, 29 Jan 2008 18:13:15 GMT

Some of you may have been frustrated that before the launch of Microsoft Dynamics CRM 4.0, there were

re: CRM Data Import Tool

Jerry — Wed, 30 Jan 2008 20:58:23 GMT

Can you use the tool to update a lookup field? ie - a contact's parent account, in the grid view?

re: CRM Data Import Tool

Arun Kumar — Thu, 31 Jan 2008 08:28:12 GMT

Yes you can as long as the new parent account already exists. The tool just submits the update to CRM. The success and failure is handled by CRM, the tool has no role in it.

>Can you use the tool to update a lookup field? ie - a contact's parent account, in the grid view?

re: CRM Data Import Tool

patric — Tue, 05 Feb 2008 12:21:20 GMT

I am trying to import data into CRM 4.0 using data management tool.

1. I have created a new mapping.

2. The data are correctely mapped into CRM

3. I tried importing data using import data from tools.

4. I am able to complete the wizard process correctly

5. I do see the job created under the imports.

6. I do see the status "InProcess"

7. It is been 2 days already, I do not see the data been imported into my CRM database.

Please what could be wrong.

How can I get them instantly imported into my entity.

Please advice

patric

patric1776@hotmail.com

re: CRM Data Import Tool

Peter — Thu, 07 Feb 2008 17:39:35 GMT

Hello,

I have the same problem as patric:

1. I have created a new mapping.

2. The data are correctely mapped into CRM

3. I tried importing data using import data from tools.

4. I am able to complete the wizard process correctly

5. I do see the job created under the imports.

6. I do see the status "InProcess"

7. It is been 2 days already, I do not see the data been imported into my CRM database.

Just that I noticed that there is an error in the SQL Agent, the user (which is an Administrator) cannot login and so the job fails.

How could this problem be solved?

Export to Excel / Make this data available for re-import

Microsoft Dynamics CRM France — Thu, 07 Feb 2008 18:08:02 GMT

The tool has been developed and uploaded to http://www.codeplex.com/Wiki/View.aspx?ProjectName=MSCRMimport

Export to Excel / Make this data available for re-import

Noticias externas — Thu, 07 Feb 2008 18:33:32 GMT

The tool has been developed and uploaded to http://www.codeplex.com/Wiki/View.aspx?ProjectName=MSCRMimport

Importing Data in CRM 4.0 Made Easier

Microsoft Dynamics CRM Team Blog — Sat, 08 Mar 2008 00:24:38 GMT

Let me guess, either you are looking to learn ‘how to import data’ or you are stuck with some issues

re: CRM Data Import Tool

HArry — Fri, 14 Mar 2008 01:29:57 GMT

Hi all,

Does anyone know why this the Codeplex website is no longer available?

Is there somewhere else I can get this tool?

Thanks!

Harry

re: CRM Data Import Tool

crmblog — Fri, 14 Mar 2008 17:35:08 GMT

Hmm... we can still access the tool at the link provided. Do you still have that problem?

Options for Data Migration and Integration

Geoff Ables — Wed, 09 Apr 2008 16:13:09 GMT

<p>There are many options for migrating data into Microsoft CRM and/or integrate data with other applications.&#160; So many options, in fact, that it can be quite confusing.&#160; This ...

Options for Data Migration and Integration

Geoff Ables - Microsoft CRM — Tue, 15 Apr 2008 06:53:03 GMT

<p>With Microsoft Dynamics CRM 4.0 there are many so many options for migrating, integrating and bulk updating data that it can be quite confusing.&#160; This entry presents many of the opti ...

re: CRM Data Import Tool

Chris Harris — Wed, 23 Apr 2008 00:39:09 GMT

Now that CRM Live is active, has anyone tried to use this tool to import data? I made an attempt and can't seem to get past the credentials. Hope someone their know what the program is asking for in a user name. Windows Live ID? CRM User name? Inquiring minds want to know ;)

re: CRM Data Import Tool

Tara Vitori — Tue, 24 Jun 2008 18:20:16 GMT

There is really cheap tool from Prosoft-sys.com called EBAX that lets you update CRM data directly from Excel. It is like a dynamic worksheet, but it has an Update button to push data back to the server. We were able to do mass updates from inside Excel with just a copy/paste of data from other sources.

re: CRM Data Import Tool

Daniel Pereira — Wed, 02 Jul 2008 23:25:48 GMT

Is there any way to use this tool with MS Dynamics CRM Online (aka Live)? I tried but it did not work out.

re: CRM Data Import Tool

Rich Renfrow — Thu, 10 Jul 2008 22:39:11 GMT

We used the Bulk Export tool from CodePlex to export Users from an org with the intention to use Data Import Wizard to load them to a different org., but can't seem to find the Users entity when importing. Can Users be imported much like Accounts or Contacts? We don't see it as an option.

re: CRM Data Import Tool

Mathew — Mon, 21 Jul 2008 20:56:08 GMT

I also would like to use this with CRM Online, did anyone get that working? Is it possible? If so, what do you use to authenticate (Windows Live ID? Which domain? etc.)?

re: CRM Data Import Tool

jeetu — Wed, 17 Sep 2008 10:35:51 GMT

I'm using MSCRM 4.0, but I'm unable to execute the Plug-in in it. I'm getting an error "The request failed with HTTP status 401: Unauthorized" when I'm creating a new Account in MS CRM application. Please help me if anyone have any idea about this error or issue.

Thanks in advance.

re: CRM Data Import Tool

joanne — Thu, 18 Sep 2008 12:19:08 GMT

When I click on 'Show Records' for Contacts, I get this error:

'Unhandled exception has occurred in your application....Method not found: Single Microsoft.Crm.Sdk.CrmFloat.get_Value()'

Anyone encountered this same error too?

re: CRM Data Import Tool

Alex — Thu, 02 Oct 2008 01:46:55 GMT

Enrich data by updating records rather than creating new records

This checkbox isn't there for me...?

I am a system administrator.

re: CRM Data Import Tool

jayesh john — Mon, 13 Oct 2008 15:03:43 GMT

hi to all,

A simple question..

if the user knows which record and what to be updated ,what is the use of the tool.

I mean the user can directly access MSCRM, update that record.

Is there any way i can update the existing record in CRM if i configure duplicate detection and import the record using excel file?

Thanx in advance

re: CRM Data Import Tool

Josh - MS CRM Support — Wed, 15 Oct 2008 23:11:18 GMT

This will not work for CRM Online. If you look into the code you can see:

//Authentication type to AD for On-Premise users

There is no authentication method to connect to Windows Live and process authentication.

re: CRM Data Import Tool

Steve — Thu, 16 Oct 2008 19:41:16 GMT

Hey Joanne I get the exact same error as you for every entity...have you found out why yet?

re: CRM Data Import Tool

H_in_the_sky — Mon, 20 Oct 2008 01:50:19 GMT

Me too! I copied the dlls as per the instructions to the release dir, and get the same error as per Joanne's post. What are we missing?

re: CRM Data Import Tool

Rohit Mishra — Mon, 20 Oct 2008 08:03:04 GMT

i have one related entity in which i use account as a lookup and one custom entity projects also as a lookup.i have sucessfully

import data into account entity and project entity. now i m trying to import data into related entity but it is continue erroring like "the lookup refrence can not be resolved".

please Reply me it's urgent.

Thanks

re: CRM Data Import Tool

Camille — Thu, 23 Oct 2008 17:30:54 GMT

I'm jumping on the bandwagon of getting the:

'Unhandled exception has occurred in your application....Method not found: Single Microsoft.Crm.Sdk.CrmFloat.get_Value()'

error. Hoping someone will still post a response. This tool is a bit old (February) - maybe MS changed something so it won't work anymore??

re: CRM Data Import Tool

Darrin — Sat, 25 Oct 2008 21:50:14 GMT

I'm posting in regards to the "Single Microsoft.Crm.Sdk.CrmFloat.get_Value()" error. It's probably an issue with the dll as there has been several revisions of the SDK released.

You can resolve the issue by building the project in Visual Studio:

Rebuild the project

==================

1. Download the MSCRM 4.0 SDK using the link http://www.microsoft.com/downloads/details.aspx?FamilyID=82E632A7-FAF9-41E0-8EC1-A2662AAE9DFB&displaylang=en

2. Copy Microsoft.Crm.Sdk.dll and Microsoft.Crm.SdkTypeProxy.dll in the root folder of the project. Update project references to include the above two dlls.

3. Build Export.csproj. If you get errors about unreachable code or unused variables you can ignore them.

4. Copying the files out of the bin\Release folder that is in the Project directory.

5. Double click the Export.exe file and have fun!

re: CRM Data Import Tool

Sabine — Fri, 05 Dec 2008 12:39:59 GMT

Hi,

I realised that this tool can't update the lookup values. Why? Is there any way to fix this?

re: CRM Data Import Tool

GT — Mon, 22 Dec 2008 14:06:23 GMT

Darrin...

Step 2... Update project references? Where do you do that?

Step 3... How do you build the project?

re: CRM Data Import Tool

John — Fri, 16 Jan 2009 12:26:45 GMT

Is it possible to update values in lookup fields?

Exporting records

Wouter — Fri, 30 Jan 2009 18:51:02 GMT

I've just posted an article on my site about enabling the 're-import' button on the export page in CRM. This is an unsupported way of doing things, so you're on your own on this one. It baiscally enables the export of the guid and last modified on date. During import, the guid is read and the option to update the records is enabled.

I don't know how good it works in your case.

re: CRM Data Import Tool

crmusr — Sun, 08 Feb 2009 14:56:05 GMT

How do you import csv file into crm ?

The Help points to the word doc which points

to the regular import wizard of crm which is

no use with large files

Error: CRM Data Import Tool

Wolfgang — Tue, 03 Mar 2009 18:30:30 GMT

Great Work,

but I get an error, when I want to show records. I copied the two dlls in the release folder as discribed, but get these error: any ideas??

System.MissingMethodException: Methode nicht gefunden: "Single Microsoft.Crm.Sdk.CrmFloat.get_Value()".

bei Export.ExpHelper.ExecuteQuery(String fetchXml, ArrayList colsName)

bei Export.Form1.btnExecuteQuery_Click(Object sender, EventArgs e)

bei System.Windows.Forms.Control.OnClick(EventArgs e)

bei System.Windows.Forms.Button.OnClick(EventArgs e)

bei System.Windows.Forms.Button.OnMouseUp(MouseEventArgs mevent)

bei System.Windows.Forms.Control.WmMouseUp(Message& m, MouseButtons button, Int32 clicks)

bei System.Windows.Forms.Control.WndProc(Message& m)

bei System.Windows.Forms.ButtonBase.WndProc(Message& m)

bei System.Windows.Forms.Button.WndProc(Message& m)

bei System.Windows.Forms.Control.ControlNativeWindow.OnMessage(Message& m)

bei System.Windows.Forms.Control.ControlNativeWindow.WndProc(Message& m)

bei System.Windows.Forms.NativeWindow.Callback(IntPtr hWnd, Int32 msg, IntPtr wparam, IntPtr lparam)

************** Geladene Assemblys **************

mscorlib

Assembly-Version: 2.0.0.0.

Win32-Version: 2.0.50727.3053 (netfxsp.050727-3000).

CodeBase: file:///C:/WINDOWS/Microsoft.NET/Framework/v2.0.50727/mscorlib.dll.

----------------------------------------

Export

Assembly-Version: 1.0.0.0.

Win32-Version: 1.0.0.0.

CodeBase: file:///C:/Dokumente%20und%20Einstellungen/wpolk/Eigene%20Dateien/Visual%20Studio%202008/Projects/CRM%204.0/MSCRMImport/Release/Export.exe.

----------------------------------------

System.Windows.Forms

Assembly-Version: 2.0.0.0.

Win32-Version: 2.0.50727.3053 (netfxsp.050727-3000).

CodeBase: file:///C:/WINDOWS/assembly/GAC_MSIL/System.Windows.Forms/2.0.0.0__b77a5c561934e089/System.Windows.Forms.dll.

----------------------------------------

System

Assembly-Version: 2.0.0.0.

Win32-Version: 2.0.50727.3053 (netfxsp.050727-3000).

CodeBase: file:///C:/WINDOWS/assembly/GAC_MSIL/System/2.0.0.0__b77a5c561934e089/System.dll.

----------------------------------------

System.Drawing

Assembly-Version: 2.0.0.0.

Win32-Version: 2.0.50727.3053 (netfxsp.050727-3000).

CodeBase: file:///C:/WINDOWS/assembly/GAC_MSIL/System.Drawing/2.0.0.0__b03f5f7f11d50a3a/System.Drawing.dll.

----------------------------------------

Microsoft.Crm.Sdk

Assembly-Version: 4.0.0.0.

Win32-Version: 4.0.7333.3.

CodeBase: file:///C:/Dokumente%20und%20Einstellungen/wpolk/Eigene%20Dateien/Visual%20Studio%202008/Projects/CRM%204.0/MSCRMImport/Release/Microsoft.Crm.Sdk.DLL.

----------------------------------------

mscorlib.resources

Assembly-Version: 2.0.0.0.

Win32-Version: 2.0.50727.3053 (netfxsp.050727-3000).

CodeBase: file:///C:/WINDOWS/Microsoft.NET/Framework/v2.0.50727/mscorlib.dll.

----------------------------------------

Microsoft.Crm.SdkTypeProxy

Assembly-Version: 4.0.0.0.

Win32-Version: 4.0.7333.3.

CodeBase: file:///C:/Dokumente%20und%20Einstellungen/wpolk/Eigene%20Dateien/Visual%20Studio%202008/Projects/CRM%204.0/MSCRMImport/Release/Microsoft.Crm.SdkTypeProxy.DLL.

----------------------------------------

System.Web.Services

Assembly-Version: 2.0.0.0.

Win32-Version: 2.0.50727.3053 (netfxsp.050727-3000).

CodeBase: file:///C:/WINDOWS/assembly/GAC_MSIL/System.Web.Services/2.0.0.0__b03f5f7f11d50a3a/System.Web.Services.dll.

----------------------------------------

System.Xml

Assembly-Version: 2.0.0.0.

Win32-Version: 2.0.50727.3053 (netfxsp.050727-3000).

CodeBase: file:///C:/WINDOWS/assembly/GAC_MSIL/System.Xml/2.0.0.0__b77a5c561934e089/System.Xml.dll.

----------------------------------------

System.Configuration

Assembly-Version: 2.0.0.0.

Win32-Version: 2.0.50727.3053 (netfxsp.050727-3000).

CodeBase: file:///C:/WINDOWS/assembly/GAC_MSIL/System.Configuration/2.0.0.0__b03f5f7f11d50a3a/System.Configuration.dll.

----------------------------------------

mtlqwxw8

Assembly-Version: 4.0.0.0.

Win32-Version: 2.0.50727.3053 (netfxsp.050727-3000).

CodeBase: file:///C:/WINDOWS/assembly/GAC_MSIL/System/2.0.0.0__b77a5c561934e089/System.dll.

----------------------------------------

1nrmmzpw

Assembly-Version: 4.0.0.0.

Win32-Version: 2.0.50727.3053 (netfxsp.050727-3000).

CodeBase: file:///C:/WINDOWS/assembly/GAC_MSIL/System/2.0.0.0__b77a5c561934e089/System.dll.

----------------------------------------

System.Windows.Forms.resources

Assembly-Version: 2.0.0.0.

Win32-Version: 2.0.50727.3053 (netfxsp.050727-3000).

CodeBase: file:///C:/WINDOWS/assembly/GAC_MSIL/System.Windows.Forms.resources/2.0.0.0_de_b77a5c561934e089/System.Windows.Forms.resources.dll.

----------------------------------------

System.Data

Assembly-Version: 2.0.0.0.

Win32-Version: 2.0.50727.3053 (netfxsp.050727-3000).

CodeBase: file:///C:/WINDOWS/assembly/GAC_32/System.Data/2.0.0.0__b77a5c561934e089/System.Data.dll.

----------------------------------------

Microsoft Dynamics CRM Online Data Import tool

Microsoft Dynamics CRM Team Blog — Thu, 04 Jun 2009 23:25:59 GMT

On Codeplex there is a tool for Microsoft Dynamics CRM On Premise  that allows you to modify records

re: CRM Data Import Tool

John — Mon, 29 Jun 2009 14:20:41 GMT

The Codeplex binary (.exe) that's provided has some bugs.

If you have Visual C Sharp Studio 2008 and can re add two references (update the .dll files with the CRM SDK dll files) and comment out one line of code on line 310 ...

Then this tool works pretty well.

CRM 4.0 SDK

http://www.microsoft.com/downloads/details.aspx?FamilyID=82E632A7-FAF9-41E0-8EC1-A2662AAE9DFB&displaylang=en

MS VS 2008 C# express

http://www.microsoft.com/express/download/default.aspx

Using the non existing CRM Data Import Tool

Yaniv — Mon, 03 Aug 2009 22:16:50 GMT

A walkthrough on using the CRM Data Import Tool although it has been removed

Reimporting by CSV

Richard — Thu, 20 Aug 2009 12:18:47 GMT

This works great some of my entities but not all. It works perfect on the entity with 24 records but wont update any record on my entities with 49000 or 79000 records. I just get one of the following errors:

"Import has encountered an error and have been canceled. Your system has been restored to its original state. At least one attribute mapping has its IsSystem attibute set to 1. Import cannot create system attribute mappings" - even though I am only updating one custom text attribute!

or with another entity:

"The specified record cannot be found. The data for this record might have been incorrectly entered.." I'm sure this is not the case because I exported the record GUIDs from CRM to CSV in the first place!

I suppose no-one has any answers for this and I'm just going to have to bite the bullet and order c360 import manager :(

Many Thanks

re: CRM Data Import Tool

Nfauerbach — Fri, 21 Aug 2009 22:46:52 GMT

When I go to re import data from a csv file that has been exported and enriched, I get a different screen in the Import Data Wizard than is shown in the help above. I do not get the radio button asking if this is data that is being reimported. I am running CRM 4.0.7333.3.

neil.fauerbach@sgcpa.com

re: CRM Data Import Tool

Paul Evison — Tue, 10 Nov 2009 17:33:38 GMT

"Note: A record will not be updated if it has been changed in Microsoft Dynamics CRM after it was exported. "

How do you get round this? It's not possible for me to make the changes I need to the data and upload it again in time.

It fails even if I change the modified on date to now, on the CSV.

paul.evison@ccidistribution.co.uk

re: CRM Data Import Tool

GURAM — Thu, 19 Nov 2009 10:27:09 GMT

Can you tell me how can i update picklist values via your tool ?

re: CRM Data Import Tool

Alex — Wed, 16 Dec 2009 11:38:09 GMT

Hi together,

nice tool so far, but I also have the often mentioned problem with updating lookup-fields!

I've figured out that the date/time of change of the entity within the export-file is not set to the current date. Instead it's the date/time of the last change done to the data.

So CRM will tell me that the data in DB is newer (in facts it's equal) than the data I try to import and will not process them :-(

Can anybody confirm my assumption and tell me how to best fix it?

Thanks ahead!