Wednesday, May 14, 2008

MS CRM 4.0 Bulk Import

Hi All,

We can use our custom mappings for excel imports. When we try to import foreign keys(GUID fields) and use our custom mappings we get the error : "The source data is not in the required format" with error code of 80040356. To solve this, we can let MS CRM map our GUID type fields.

Prepare an excel which has the column names just the same with attribute names of the entity which you are trying to execute excel import for. When you try to import this excel, MS CRM will do it's own mapping automatically. And you can import even your guid fields easily.

Using Advanced Find makes easy to set the entity column names as excel column headers.

There's a helper blog below which will help you for bulk excel import.
http://blog.sonomapartners.com/2008/03/using-the-nativ.html

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