Data Migration and Import
[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
Find information about additional capabilities provided by the Microsoft Dynamics CRM Web services, such as creating data maps and viewing source data.
Compares features in Data Import and Data Migration.
Learn about the implementation steps that include parsing, transforming, and uploading of the source data into Microsoft Dynamics CRM.
Read about the entities that are used for creating data maps, and configuring and running data migration and import.
Learn how to prepare the source files that are used in data migration and import.
Follow the steps for preparing to run data import.
Follow the steps for preparing to run data migration.
Find a description of how to run data migration and import.
Discover how to handle errors during parsing, transformation, and importing data in Microsoft Dynamics CRM.
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