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Data Migration and Import Implementation Steps

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[Applies to: Microsoft Dynamics CRM 4.0]

Find the latest SDK documentation: CRM 2015 SDK

Typically, to implement data migration and import you have to follow these steps:

  • Create a comma-separated values (CSV) formatted or XML Spreadsheet 2003 source files that contain the source data.
  • Create the data maps, or use the existing data maps. This step is not required if you use auto-mapping.
  • Create the import files and read the content of the CSV source files into the associated import files.
  • Parse the import files.
  • Transform the parsed data.
  • Upload transformed data into the target Microsoft Dynamics CRM server.

Each source file contains data for one entity type, such as an account, a lead, or a competitor. During import you can process one source file at the time. A single data migration operation lets you import data of different entity types from multiple source files.

Parsing, transforming, and uploading of data are done by the asynchronous jobs that run in the background. The asynchronous jobs have to run in this particular order:

  • Parse
  • Transform
  • Upload

A new job cannot start before the previous job has finished running successfully.

Data import runs directly on the Microsoft Dynamics CRM server. When you run data migration, you can parse and transform data on the local system to reduce the processing time on the server. When data is ready for migration, you can upload it to the server.

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