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Data Migration and Import

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[Applies to: Microsoft Dynamics CRM 4.0]

The data migration and import features let you upload data from various customer relationship management systems and data sources into Microsoft Dynamics CRM. You can import data into standard and customized attributes of most entity types, including custom entities. During migration, you can upload related data of different types, such as notes and attachments. Data import lets you import new data or update existing data in Microsoft Dynamics CRM.

Microsoft Dynamics CRM includes the following tools for importing and migrating data:

  • Import Data Wizard, which is a Web application that is used for importing data records from multiple comma-separated values (CSV) files or from multiple XML Spreadsheet files.
  • Data Migration Manager, which is a stand-alone tool that is used for migrating data from multiple comma-separated values (CSV) files.

For more information about Data Migration Manager and Import Data Wizard, see the Microsoft Dynamics CRM Help. You can also find this information in the Resource Center at http://go.microsoft.com/fwlink/?LinkId=188547.

In This Section

Additional Capabilities Provided by the Microsoft Dynamics CRM Web Services

Find information about additional capabilities provided by the Microsoft Dynamics CRM Web services, such as creating data maps and viewing source data.

Comparison between Data Import and Data Migration

Compares features in Data Import and Data Migration.

Data Migration and Import Implementation Steps

Learn about the implementation steps that include parsing, transforming, and uploading of the source data into Microsoft Dynamics CRM.

Data Migration and Import Entity Model

Read about the entities that are used for creating data maps, and configuring and running data migration and import.

Preparing Source Files for Import and Data Migration

Learn how to prepare the source files that are used in data migration and import.

Preparing for Data Import

Follow the steps for preparing to run data import.

Preparing for Data Migration

Follow the steps for preparing to run data migration.

Running Data Import and Data Migration

Find a description of how to run data migration and import.

Error Logging in Import and Data Migration

Discover how to handle errors during parsing, transformation, and importing data in Microsoft Dynamics CRM.


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