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Add transformation mappings for import

Applies To: CRM 2015 on-prem, 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 CRM 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.

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).

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

Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online
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