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We need to migrate some data from Prod environment to test keeping the existing record ids.
Please advice how to do it?
Copy prod environment to sandbox doesn't fit our needs because we don't have enough free space..
Power Automate also doesn't allow to copy record id, it just creates new record.
There is a tool within the XRMTOOLBOX collection that I've used on many occasions, "Data Transporter", it is quick and easy to use, simply connect to the source and target instances and you will be shown a list of tables from source.
In it's most basic use you just select the table and hit the transfer button, it has options to Create, Update and Delete records in the target table it uses the GUID as the primary reference for matching. If you only want to transfer specific records then you can provide a FetchXML filter, I use Advanced Find to build my query, then export the FetchXML and copy/paste the filter section into Data Transporter. You can also choose to not transfer specific columns if you are having dependency issues.
You need to understand your data hierarchy so that you are transferring data in the correct sequence, e.g. Accounts, then Contacts, then other related tables.
I use it mainly for moving reference/configuration data from DEV to UAT and PROD to ensure my reference tables are all using the same GUIDS, useful if referencing specific records in processes / Business Rules.
It has recently had a new feature added called "Playlists", I've not had a need to use this yet, but it looks like it allows you to create a list of transfers to execute in sequence and then be able re-use again in the future.
I am using ssis with kingswaysoft. data migration tooling in the sdk can do the job as well.
You can use the CDS Configuration Migration tool of Microsoft. With this tool you can completely import all records of one or more tables including the guids. More info here:
https://docs.microsoft.com/en-us/power-platform/admin/manage-configuration-data
If you don't want all of the records you can either remove them from the downloaded file or remove them afterwards in your test environment.
Hi,
You can export data in excel and import it to your target environment. Please note that you need to import the data in an order that will not have a dependency. For example, first, you need to import account data then proceed with contact like that. Since the account is a lookup in contact. In the same way, you can import your custom table data.
Regards,
Mansoor
What tool are you using to import the data?
Yes, I tried this way, but the data is not imported because of missing dependencies.
Let's simplify the issue and suppose that I want to migrate account, contacts and some custom related entities.
The are about 5000+ records for each entity that need to be migrated
Without knowing full details on what your plan is with the data can you not just export the table(s) you need to Excel as this will contain all table columns/data
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