2011 User's Guide Copyright

View the progress and results of an import, and correct errors

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You must wait for an import job to complete before you can repair failures.

1. 
   In the Navigation Pane, click Workplace, and then under My Work, click Imports.
   
2. 
   Monitor the progress of the import.
   

These values correspond with the three stages of each import: parsing the file, transforming the data, and importing the data. For detailed information about the progress of the import job, double-click the import job record, and then under Common, click System Jobs. One system job is created for each import stage.

3. 
   After the import is complete, view the summary information. It shows the number of records created and the number of records that contain errors.
   
4. 
   Do one or more of the following:
   

• 
  Open the import record to view the records that did not import. Double-click the import record.
  
• 
  View records that were successfully imported. Under Related, click Fully Imported.
  
• 
  View records that were partially imported. Under Related, click Partially Imported.
  
• 
  View rows that were not imported. Under Related, click Failures.
  

5. 
   Export rows that failed to import to a new comma-separated value (CSV) file. Click Export Error Rows. You can correct the errors in this file, and then import it.
   

Related Topics Importing Data 74

Create a data map for use with import

This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Common Task Permissions

In Microsoft Dynamics CRM, you can create data maps by saving the changes to the mappings you did during an import as a new data map.

1. 
   On the File tab, click Tools, and then click Import Data.
   
2. 
   Upload a file for import. More information: Import records from a file
   
3. 
   Review the files that you have uploaded and change the delimiters, if required. More information: Import records from a file
   
4. 
   Select Default (Automatic Mapping) or any other existing data map.
   

- OR -

5. 
   Change the record type and field mappings, as required. More information: Import records from a file (on page 78).
   
6. 
   On the Review Settings and Import Data page, specify a name for the new data map, and click Submit.
   

Export a data map

This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Common Task Permissions

1. 
   In the Navigation Pane, click Settings, click Data Management, and then click Data Maps.
   
2. 
   On the Actions toolbar, click Export.
   
3. 
   In the File Download dialog box, click Open or Save.
   

Exported XML files containing data maps can be edited manually. The complete syntax can be found in the Data Map Schema section. More information: Data Map Schema Reference.

Import a data map

This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Common Task Permissions

1. 
   In the Navigation Pane, click Settings, click Data Management, and then click Data Maps.
   
2. 
   On the Actions toolbar, click Import.
   
3. 
   In the Import Data Map dialog box, type the name of the file to import, or click Browse locate the file, and then click OK.
   

Exported XML files containing data maps can be edited manually. The complete syntax can be found in the Data Map Schema section. More information: Data Map Schema Reference.

If you create a data map that you think will be useful for other users in your organization, you can share it. More information: Share or Assign Records and Views (on page 50)

1. 
   Export and rename a data map.
   

1. 
   Click Data Maps.
   

2. 
   Select a map, and then click Export.
   

9. 
   Specify the location in which to save your file, and then click Save.
   

2. 
   Open the new data map in your choice of XML editor.
   
3. 
   Make changes to the data map following the required schema.
   

4. 
   Import the new data map.
   

1. 
   Click Data Maps.
   

2. 
   Click Import, click Browse, select a file, and then click Open.
   

5. 
   Test the new data map by importing a limited amount of data before importing large amounts of data.