Sample: Import data using complex data map
Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online
This sample code is for Microsoft Dynamics 365 (online & on-premises). Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:
SampleCode\CS\DataManagement\DataImport\ImportWithCreate.cs
SampleCode\CS\datamanagement\DataImport\BulkImportHelper.cs
Note
The source data for this sample is contained in the following file:
SampleCode\CS\datamanagement\DataImport\import accounts.csv
Requirements
For more information about the requirements for running the sample code provided in this SDK, see Use the sample and helper code.
Demonstrates
This sample shows how to to create new records in Microsoft Dynamics 365 by using data import. The sample uses a complex data map.
Example
using System;
using System.ServiceModel;
using System.Collections.Generic;
using System.Linq;
// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// located in the SDK\bin folder of the SDK download.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Metadata;
// These namespaces are found in the Microsoft.Crm.Sdk.Proxy.dll assembly
// located in the SDK\bin folder of the SDK download.
using Microsoft.Crm.Sdk.Messages;
namespace Microsoft.Crm.Sdk.Samples
{
/// <summary>
/// This sample shows how to define a complex mapping for importing and then use the
/// Microsoft Dynamics CRM 2011 API to bulk import records with that mapping.
/// </summary>
public class ImportWithCreate
{
#region Class Level Members
private OrganizationServiceProxy _serviceProxy;
private DateTime _executionDate;
#endregion
/// <summary>
/// This method first connects to the organization service. Afterwards,
/// auditing is enabled on the organization, account entity, and a couple
/// of attributes.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early bound type support.
_serviceProxy.EnableProxyTypes();
// Log the start time to ensure deletion of records created during execution.
_executionDate = DateTime.Today;
ImportRecords();
DeleteRequiredRecords(promptforDelete);
}
}
/// <summary>
/// Imports records to Microsoft Dynamics CRM from the specified .csv file.
/// </summary>
public void ImportRecords()
{
// Create an import map.
ImportMap importMap = new ImportMap()
{
Name = "Import Map " + DateTime.Now.Ticks.ToString(),
Source = "Import Accounts.csv",
Description = "Description of data being imported",
EntitiesPerFile =
new OptionSetValue((int)ImportMapEntitiesPerFile.SingleEntityPerFile),
EntityState = EntityState.Created
};
Guid importMapId = _serviceProxy.Create(importMap);
// Create column mappings.
#region Column One Mappings
// Create a column mapping for a 'text' type field.
ColumnMapping colMapping1 = new ColumnMapping()
{
// Set source properties.
SourceAttributeName = "src_name",
SourceEntityName = "Account_1",
// Set target properties.
TargetAttributeName = "name",
TargetEntityName = Account.EntityLogicalName,
// Relate this column mapping with the data map.
ImportMapId =
new EntityReference(ImportMap.EntityLogicalName, importMapId),
// Force this column to be processed.
ProcessCode =
new OptionSetValue((int)ColumnMappingProcessCode.Process)
};
// Create the mapping.
Guid colMappingId1 = _serviceProxy.Create(colMapping1);
#endregion
#region Column Two Mappings
// Create a column mapping for a 'lookup' type field.
ColumnMapping colMapping2 = new ColumnMapping()
{
// Set source properties.
SourceAttributeName = "src_parent",
SourceEntityName = "Account_1",
// Set target properties.
TargetAttributeName = "parentaccountid",
TargetEntityName = Account.EntityLogicalName,
// Relate this column mapping with the data map.
ImportMapId =
new EntityReference(ImportMap.EntityLogicalName, importMapId),
// Force this column to be processed.
ProcessCode =
new OptionSetValue((int)ColumnMappingProcessCode.Process),
};
// Create the mapping.
Guid colMappingId2 = _serviceProxy.Create(colMapping2);
// Because we created a column mapping of type lookup, we need to specify lookup details in a lookupmapping.
// One lookupmapping will be for the parent account, and the other for the current record.
// This lookupmapping is important because without it the current record
// cannot be used as the parent of another record.
// Create a lookup mapping to the parent account.
LookUpMapping parentLookupMapping = new LookUpMapping()
{
// Relate this mapping with its parent column mapping.
ColumnMappingId =
new EntityReference(ColumnMapping.EntityLogicalName, colMappingId2),
// Force this column to be processed.
ProcessCode =
new OptionSetValue((int)LookUpMappingProcessCode.Process),
// Set the lookup for an account entity by its name attribute.
LookUpEntityName = Account.EntityLogicalName,
LookUpAttributeName = "name",
LookUpSourceCode =
new OptionSetValue((int)LookUpMappingLookUpSourceCode.System)
};
// Create the lookup mapping.
Guid parentLookupMappingId = _serviceProxy.Create(parentLookupMapping);
// Create a lookup on the current record's "src_name" so that this record can
// be used as the parent account for another record being imported.
// Without this lookup, no record using this account as its parent will be imported.
LookUpMapping currentLookUpMapping = new LookUpMapping()
{
// Relate this lookup with its parent column mapping.
ColumnMappingId =
new EntityReference(ColumnMapping.EntityLogicalName, colMappingId2),
// Force this column to be processed.
ProcessCode =
new OptionSetValue((int)LookUpMappingProcessCode.Process),
// Set the lookup for the current record by its src_name attribute.
LookUpAttributeName = "src_name",
LookUpEntityName = "Account_1",
LookUpSourceCode =
new OptionSetValue((int)LookUpMappingLookUpSourceCode.Source)
};
// Create the lookup mapping
Guid currentLookupMappingId = _serviceProxy.Create(currentLookUpMapping);
#endregion
#region Column Three Mappings
// Create a column mapping for a 'picklist' type field
ColumnMapping colMapping3 = new ColumnMapping()
{
// Set source properties
SourceAttributeName = "src_addresstype",
SourceEntityName = "Account_1",
// Set target properties
TargetAttributeName = "address1_addresstypecode",
TargetEntityName = Account.EntityLogicalName,
// Relate this column mapping with its parent data map
ImportMapId =
new EntityReference(ImportMap.EntityLogicalName, importMapId),
// Force this column to be processed
ProcessCode =
new OptionSetValue((int)ColumnMappingProcessCode.Process)
};
// Create the mapping
Guid colMappingId3 = _serviceProxy.Create(colMapping3);
// Because we created a column mapping of type picklist, we need to specify picklist details in a picklistMapping
PickListMapping pickListMapping1 = new PickListMapping()
{
SourceValue = "bill",
TargetValue = 1,
// Relate this column mapping with its column mapping data map
ColumnMappingId =
new EntityReference(ColumnMapping.EntityLogicalName, colMappingId3),
// Force this column to be processed
ProcessCode =
new OptionSetValue((int)PickListMappingProcessCode.Process)
};
// Create the mapping
Guid picklistMappingId1 = _serviceProxy.Create(pickListMapping1);
// Need a picklist mapping for every address type code expected
PickListMapping pickListMapping2 = new PickListMapping()
{
SourceValue = "ship",
TargetValue = 2,
// Relate this column mapping with its column mapping data map
ColumnMappingId =
new EntityReference(ColumnMapping.EntityLogicalName, colMappingId3),
// Force this column to be processed
ProcessCode =
new OptionSetValue((int)PickListMappingProcessCode.Process)
};
// Create the mapping
Guid picklistMappingId2 = _serviceProxy.Create(pickListMapping2);
#endregion
// Create Import
Import import = new Import()
{
// IsImport is obsolete; use ModeCode to declare Create or Update.
ModeCode = new OptionSetValue((int)ImportModeCode.Create),
Name = "Importing data"
};
Guid importId = _serviceProxy.Create(import);
// Create Import File.
ImportFile importFile = new ImportFile()
{
Content = BulkImportHelper.ReadCsvFile("Import Accounts.csv"), // Read contents from disk.
Name = "Account record import",
IsFirstRowHeader = true,
ImportMapId = new EntityReference(ImportMap.EntityLogicalName, importMapId),
UseSystemMap = false,
Source = "Import Accounts.csv",
SourceEntityName = "Account_1",
TargetEntityName = Account.EntityLogicalName,
ImportId = new EntityReference(Import.EntityLogicalName, importId),
EnableDuplicateDetection = false,
FieldDelimiterCode =
new OptionSetValue((int)ImportFileFieldDelimiterCode.Comma),
DataDelimiterCode =
new OptionSetValue((int)ImportFileDataDelimiterCode.DoubleQuote),
ProcessCode =
new OptionSetValue((int)ImportFileProcessCode.Process)
};
// Get the current user to set as record owner.
WhoAmIRequest systemUserRequest = new WhoAmIRequest();
WhoAmIResponse systemUserResponse =
(WhoAmIResponse)_serviceProxy.Execute(systemUserRequest);
// Set the owner ID.
importFile.RecordsOwnerId =
new EntityReference(SystemUser.EntityLogicalName, systemUserResponse.UserId);
Guid importFileId = _serviceProxy.Create(importFile);
// Retrieve the header columns used in the import file.
GetHeaderColumnsImportFileRequest headerColumnsRequest = new GetHeaderColumnsImportFileRequest()
{
ImportFileId = importFileId
};
GetHeaderColumnsImportFileResponse headerColumnsResponse =
(GetHeaderColumnsImportFileResponse)_serviceProxy.Execute(headerColumnsRequest);
// Output the header columns.
int columnNum = 1;
foreach (string headerName in headerColumnsResponse.Columns)
{
Console.WriteLine("Column[" + columnNum.ToString() + "] = " + headerName);
columnNum++;
}
// Parse the import file.
ParseImportRequest parseImportRequest = new ParseImportRequest()
{
ImportId = importId
};
ParseImportResponse parseImportResponse =
(ParseImportResponse)_serviceProxy.Execute(parseImportRequest);
Console.WriteLine("Waiting for Parse async job to complete");
BulkImportHelper.WaitForAsyncJobCompletion(_serviceProxy, parseImportResponse.AsyncOperationId);
BulkImportHelper.ReportErrors(_serviceProxy, importFileId);
// Retrieve the first two distinct values for column 1 from the parse table.
// NOTE: You must create the parse table first using the ParseImport message.
// The parse table is not accessible after ImportRecordsImportResponse is called.
GetDistinctValuesImportFileRequest distinctValuesRequest = new GetDistinctValuesImportFileRequest()
{
columnNumber = 1,
ImportFileId = importFileId,
pageNumber = 1,
recordsPerPage = 2,
};
GetDistinctValuesImportFileResponse distinctValuesResponse =
(GetDistinctValuesImportFileResponse)_serviceProxy.Execute(distinctValuesRequest);
// Output the distinct values. In this case: (column 1, row 1) and (column 1, row 2).
int cellNum = 1;
foreach (string cellValue in distinctValuesResponse.Values)
{
Console.WriteLine("(1, " + cellNum.ToString() + "): " + cellValue);
Console.WriteLine(cellValue);
cellNum++;
}
// Retrieve data from the parse table.
// NOTE: You must create the parse table first using the ParseImport message.
// The parse table is not accessible after ImportRecordsImportResponse is called.
RetrieveParsedDataImportFileRequest parsedDataRequest = new RetrieveParsedDataImportFileRequest()
{
ImportFileId = importFileId,
PagingInfo = new PagingInfo()
{
// Specify the number of entity instances returned per page.
Count = 2,
// Specify the number of pages returned from the query.
PageNumber = 1,
// Specify a total number of entity instances returned.
PagingCookie = "1"
}
};
RetrieveParsedDataImportFileResponse parsedDataResponse =
(RetrieveParsedDataImportFileResponse)_serviceProxy.Execute(parsedDataRequest);
// Output the first two rows retrieved.
int rowCount = 1;
foreach (string[] rows in parsedDataResponse.Values)
{
int colCount = 1;
foreach (string column in rows)
{
Console.WriteLine("(" + rowCount.ToString() + "," + colCount.ToString() + ") = " + column);
colCount++;
}
rowCount++;
}
// Transform the import
TransformImportRequest transformImportRequest = new TransformImportRequest()
{
ImportId = importId
};
TransformImportResponse transformImportResponse =
(TransformImportResponse)_serviceProxy.Execute(transformImportRequest);
Console.WriteLine("Waiting for Transform async job to complete");
BulkImportHelper.WaitForAsyncJobCompletion(_serviceProxy, transformImportResponse.AsyncOperationId);
BulkImportHelper.ReportErrors(_serviceProxy, importFileId);
// Upload the records.
ImportRecordsImportRequest importRequest = new ImportRecordsImportRequest()
{
ImportId = importId
};
ImportRecordsImportResponse importResponse =
(ImportRecordsImportResponse)_serviceProxy.Execute(importRequest);
Console.WriteLine("Waiting for ImportRecords async job to complete");
BulkImportHelper.WaitForAsyncJobCompletion(_serviceProxy, importResponse.AsyncOperationId);
BulkImportHelper.ReportErrors(_serviceProxy, importFileId);
}
/// <summary>
/// Deletes any entity records that were created for this sample.
/// <param name="prompt">Indicates whether to prompt the user
/// to delete the records created in this sample.</param>
/// </summary>
public void DeleteRequiredRecords(bool prompt)
{
bool toBeDeleted = true;
if (prompt)
{
// Ask the user if the created entities should be deleted.
Console.Write("\nDo you want these entity records deleted? (y/n) [y]: ");
String answer = Console.ReadLine();
if (answer.StartsWith("y") ||
answer.StartsWith("Y") ||
answer == String.Empty)
{
toBeDeleted = true;
}
else
{
toBeDeleted = false;
}
}
if (toBeDeleted)
{
// Retrieve all account records created in this sample.
QueryExpression query = new QueryExpression()
{
EntityName = Account.EntityLogicalName,
Criteria = new FilterExpression()
{
Conditions =
{
new ConditionExpression("createdon", ConditionOperator.OnOrAfter, _executionDate),
}
},
ColumnSet = new ColumnSet(false)
};
var accountsCreated = _serviceProxy.RetrieveMultiple(query).Entities;
// Delete all records created in this sample.
foreach (var account in accountsCreated)
{
_serviceProxy.Delete(Account.EntityLogicalName, account.Id);
}
Console.WriteLine("Entity record(s) have been deleted.");
}
}
#region Main method
/// <summary>
/// Standard Main() method used by most SDK samples.
/// </summary>
/// <param name="args"></param>
static public void Main(string[] args)
{
try
{
// Obtain the target organization's web address and client logon
// credentials from the user.
ServerConnection serverConnect = new ServerConnection();
ServerConnection.Configuration config = serverConnect.GetServerConfiguration();
var app = new ImportWithCreate();
app.Run(config, true);
}
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp);
Console.WriteLine("Code: {0}", ex.Detail.ErrorCode);
Console.WriteLine("Message: {0}", ex.Detail.Message);
Console.WriteLine("Trace: {0}", ex.Detail.TraceText);
Console.WriteLine("Inner Fault: {0}",
null == ex.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
}
catch (System.TimeoutException ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine("Message: {0}", ex.Message);
Console.WriteLine("Stack Trace: {0}", ex.StackTrace);
Console.WriteLine("Inner Fault: {0}",
null == ex.InnerException.Message ? "No Inner Fault" : ex.InnerException.Message);
}
catch (System.Exception ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine(ex.Message);
// Display the details of the inner exception.
if (ex.InnerException != null)
{
Console.WriteLine(ex.InnerException.Message);
FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> fe = ex.InnerException
as FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>;
if (fe != null)
{
Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp);
Console.WriteLine("Code: {0}", fe.Detail.ErrorCode);
Console.WriteLine("Message: {0}", fe.Detail.Message);
Console.WriteLine("Trace: {0}", fe.Detail.TraceText);
Console.WriteLine("Inner Fault: {0}",
null == fe.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
}
}
}
// Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
// SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.
finally
{
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
#endregion Main method
}
}
See Also
GetHeaderColumnsImportFileRequest
ParseImportRequest
GetDistinctValuesImportFileRequest
RetrieveParsedDataImportFileRequest
TransformImportRequest
ImportRecordsImportRequest
Import data
Microsoft Dynamics 365
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