Add transformation mappings for import

 

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

Use transformation mapping to modify data before importing it. For example, split a full name that is contained in the source file into a first name and a last name to match the target attributes for an entity.

To implement transformation mapping, use the transformation mapping (TransformationMapping) entity and transformation parameter mapping (TransformationParameterMapping) entity.

The transformed data must be compatible with the Microsoft Dynamics 365 entity attribute types.

The transformation type is described by the TransformationMapping.TransformationTypeName property. The valid values for this property are listed in the following table:

Field	Value
AddToCurrentDate	"Microsoft.Crm.Transformations.AddToCurrentDate"
AddToDate	"Microsoft.Crm.Transformations.AddToDate"
AdvancedAddToCurrentDate	"Microsoft.Crm.Transformations.AdvancedAddToCurrentDate"
AssignValue	"Microsoft.Crm.Transformations.AssignValue"
Concatenate	"Microsoft.Crm.Transformations.Concatenate"
Replace	"Microsoft.Crm.Transformations.Replace"
Split	"Microsoft.Crm.Transformations.Split"
Substring	"Microsoft.Crm.Transformations.Substring"

The following sections describe the available transformations.

In This Topic

Concatenation

Split

Substring

Replace

Assign value

Add to date

Adjust current date and set time

Advanced add to current date

Concatenation

Concatenates strings and separates them with a delimiter.

Input Parameters	Description
Prefix	String that is used as a prefix in the concatenated string.
Suffix	String that is used as a suffix in the concatenated string.
Delimiter	One character or combination of characters that separate substrings inside the concatenated string. The delimiter is not used between the prefix and the substring or between the suffix and the substring. Do not use the backspace (\b), newline (\n), and return (\r) characters as a delimiter.
<Variable>	Array of variable length that contains substrings.

Output Parameters	Description
String	Concatenated string.

Split

Separates a string that includes a delimiter into substrings. There can be up to ten substrings.

Input Parameters	Description
Input String	String that contains one or more substrings that is separated with delimiters.
Delimiter	One character or combination of characters that separate substrings inside the string. Do not use the backspace (\b), newline (\n), and return (\r) characters or empty strings as a delimiter.

Output Parameters	Description
Variable	Substrings 1 through maximum of 10.

For example, if the input string contains eleven substrings, the output contains ten substrings as shown in the following example:

Input string: a;b;c;d;e;f;g;h;i;j;k

Output:

a

b

c

d

e

f

g

h

i

j;k

Substring

Returns a substring of a specified length, starting at a specified point in the string.

Input Parameters	Description
Input String	String that contains a substring.
Start Index	Starting position of the substring.
Length	Length of the substring. If the length is null, returns a complete string from the start index.

Output Parameters	Description
Substring	Returned substring.

Replace

Replaces all occurrences of a specified string with another specified string.

Input Parameters	Description
Input String	String that contains a search string.
Search String	Search string. Do not use the backspace (\b), newline (\n), and return (\r) characters as a search string.
Replace String	Replacement string. Use an empty string to remove a search string. Do not use the backspace (\b), newline (\n), and return (\r) characters as a replacement string.

Output Parameters	Description
Value	Replacement value (same as assigned value).

Assign value

Replaces all values with a specified value.

Input Parameters	Description
Value	Value that you want to assign.

Output Parameters	Description
Value	Replacement value (same as assigned value).

Note

Date transformations can only be used for correctly formatted dates. For information about how to format dates, see Microsoft Dynamics 365 Help.

Add to date

Adds a specified number of days, months, and years to a date.

Input Parameters	Description
Date	Date string that is to be modified.
Year Offset	Positive or negative value that is added to the year component of an input date.
Month Offset	Positive or negative value that is added to the month component of an input date.
Day Offset	Positive or negative value that is added to the day component of an input date.

Output Parameters	Description
New Date	New data string that contains day, month, and year added in this order.

Adjust current date and set time

Adds a specified number of days, months, and years to the current date and sets the specified time. The offsets can only be integer numbers.

Input Parameters	Description
Year Offset	Positive or negative value that is added to the year component of a current date.
Month Offset	Positive or negative value that is added to the month component of a current date.
Day Offset	Positive or negative value that is added to the day component of a current date.
Hours	Value that is used to set the hours component of a current date.
Minutes	Value that is used to set the minutes component of a current date.
Seconds	Value that is used to set the seconds component of a current date.
Day of Week	Day of the week that can be Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, or Sunday. The days of the week are represented by whole numbers, starting with decimal 1 for Monday. The values for days of the week are contained in the DayOfWeek enumeration. For more information about this enumeration, see the MSDN topic, DayOfWeekEnumeration. If the calculated current date does not fall on the specified day of the week, it is adjusted to the nearest earlier date that falls on the specified day of the week. The current date is always adjusted to a date in the past. For example, if you specify Wednesday as a day of the week, and the newly calculated date falls on Tuesday, March 9, then the date is adjusted to Wednesday, March 3.

Output Parameters	Description
New Date	New data string that contains day, month, and year added in this order.

Advanced add to current date

Adds a specified number of days, months, and years to the current date. You can specify whether offsets are relative to the current date or absolute values. The offsets can only be integer numbers.

For example, if you use an absolute value of 3 for a month offset, the newly calculated month is March. If you set a relative to current date month offset to 3, and the current month is April, the newly calculated month is July.

Input Parameters	Description
Year Offset	Positive or negative value that is added to the year component of a current date or absolute year.
Year Offset Mode	Specify whether the offset is relative to the current date or absolute value by using the TransformationParameterMapping.Data attribute. If you are using early bound types, you can use the TransformationOffsetMode enumeration to specify relative or absolute offset. For a list of the DataTypeCode values, see the picklist values for this entity. To view the entity metadata for your organization, install the Metadata Browser solution described in Browse the metadata for your organization. You can also view the metadata for an uncustomized organization in the Excel file called EntityMetadata.xlsx included in the top-level folder of the SDK download.
Month Offset	Positive or negative value that is added to the month component of a current date or absolute month.
Month Offset Mode	Specify whether the offset is relative to the current date or absolute value by using the TransformationParameterMapping.Data attribute. If you are using early bound types, you can use the TransformationOffsetMode enumeration to specify relative or absolute offset. For a list of the DataTypeCode values, see the picklist values for this entity.
Day Offset	Positive or negative value that is added to the day component of a current date or absolute day.
Day Offset Mode	Specify whether the offset is relative to the current date or absolute value by using the TransformationParameterMapping.Data attribute. If you are using early bound types, you can use the TransformationOffsetMode enumeration to specify relative or absolute offset. For a list of the DataTypeCode values, see the picklist values for this entity.
Hours	Value that sets the hours component of a current date.
Minutes	Value that sets the minutes component of a current date.
Seconds	Value that sets the seconds component of a current date.

Output Parameters	Description
New Date	New data string that contains day, month, and year, added in this order. First, the relative components are added, and then the absolute values are used to form a date.

See Also

Import data
Create data maps for import
Configure data import

Microsoft Dynamics 365

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