Sample: Import data using complex data map
This sample shows how to create new records by using data import. The sample uses a complex data map.
Note
The source data for this sample is contained in the following file ImportComplexDataMap\import accounts.csv
How to run this sample
- Download or clone the Samples repo so that you have a local copy.
- (Optional) Edit the dataverse/App.config file to define a connection string specifying the Microsoft Dataverse instance you want to connect to.
- Open the sample solution in Visual Studio and press F5 to run the sample. After you specify a connection string in dataverse/App.config, any sample you run will use that connection information.
If you do not specify a connection string in dataverse/App.config file, a dialog will open each time you run the sample and you will need to enter information about which Dataverse instance you want to connect to and which credentials you want to use. This dialog will cache previous connections so that you can choose a previously used connection.
Those samples in this repo that require a connection to a Dataverse instance to run will include a linked reference to the dataverse/App.config file.
How this sample works
In order to simulate the scenario described above, the sample will do the following:
Setup
- Checks for the current version of the org.
- The
ImportMap
method creates an import map. - The
ColumnMapping
method creates a column mapping for atext
type column. - The
EntityReference
method relates the column mapping with the data map. - The
LookUpMapping
method creates a lookup mapping to the parent account. - The
ImportFile
method creates a import file. - The
GetHeaderColumnsImportFileRequest
method retrieves the header columns used in the import file. - The
ParseImportRequest
method parses the import file. - The
RetrievedParsedDataImportFileRequest
method retrieves the data from the parse table. - The
TransformImportRequest
method transforms the import.
Clean up
Display an option to delete the records created in the Setup. The deletion is optional in case you want to examine the tables and data created by the sample. You can manually delete the records to achieve the same result.
See Also
Import data
Prepare source files for import
Create data maps for import
Add transformation mappings for import
Configure data import
Run data import
Data import tables
Sample: Export and import a data map