Monday, April 23, 2012

Importing Data to MS CRM 2011 Online

After much struggling and gnashing of teeth trying to use MSCRM 2011's new feature that allows importing from .zip files, I discovered that zip files don't seem to support re-importing (updating). I was attempting to update the "Decimals Suported" field on all of our products (over 1000) and kept hitting a brick wall with the mapping. CRM wasn't recognizing the file as an import, it was trying to create the records and couldn't map the checksum fields. On a whim, I attempted to import the uncompressed file and viola, it worked. Silly me for trying to use the zip file to make the upload faster.

Lessons learned:
Use .zip files to create entities in CRM. This allows faster uploads for large files and the ability to associate records during the import process.

DON'T use .zip files to update existing products in the product catalog. (I have yet to determine if .zips will work to update other entities.) Use the uncompressed, modified file that you exported from CRM.

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