Import Data into Microsoft Dynamics CRM 4.0 (Part3)

Within the second part (please refer to https://blogs.msdn.com/b/emeadcrmsupport/archive/2010/06/04/setup-microsoft-dynamics-data-migration-manager-part2.aspx), we talked about "how to" install & setup the “Data Migration Manager”.

This article will discuss "how to" import Leads into Microsoft Dynamics CRM 4.0 using the Microsoft Dynamics Data Migration Wizard. This will be illustrated via sample. Therefore we will go ahead and create 2 files in the csv format (Ex: Leadv1.csv and User.csv). Once this is done we will proceed importing the data via the Microsoft Data Manager (DMM).

Step1 – Create the csv files
Note: These files can be created exporting the lead from the crm user interface into excel clicking on the excel button, or running a report. Clicking on the excel icon in the crm UI, you can save an excel file as below (ex: Lead.xls):

 

Based on the excel file (xls format) you need to split the name column in two (name -> First name + last Name), and save the file with the csv format.
Leadv1.csv

The User.csv can look as followed:

 

Step 2 – Start and run the data migration

2.1 – Start Microsoft DataMigration Tool and click on “Sign In”.
2.2 - Click on “Start a Migration”
2.3 – Select “Start a new migration”, and click “Start a Migration”, and click next
2.4 - Insert the Migration Name and click “Next”
2.5 - Select the two files, Add them and click next.

2.6 - Verify the delimiters and click next twice:

2.7 - Select how to map the files in an existing Microsoft Dynamics CRM entity, and click next:

[User file => User entity] and [Lead file => Lead entity]

2.8 - Click next twice. For the user file you can ignore the column mapping (this will be done manually).

2.9 - For the Leads file, you will map all the attributes in the csv file with the Microsoft Dynamics CRM attributes.

2.10 - Identify which attributes uniquely identify users.

2.11 - Click next to map the users manually.

Map the users manually:

a) User1 (in the csv file) => User1 in CRM

b) Same for User2 and User3.

2.12 - Click next twice and start the migration.

You should see the following result within the Microsoft Dynamics CRM user interface:

 

The migration was done successfully.

 

Kind Regards,
Luís Pinheiro