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CRM REST Builder: generate web api to import records

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Posted on by baochau

Hi all,

I research how generate api to import records use CRM Rest Builder. Could you advice how to do that?

How to generate API import records feature (upload csv file) in CRM or I have to generate API Create/Update records ? Second one I have to implement read records from csv and call API create/update request.

Please give some advices.

Thanks,

Chau

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a33ik 84,331 Most Valuable Professional on at

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RE: CRM REST Builder: generate web api to import records

Chau,

You have never mentioned your scenario. I don't think you would be able directly use SSIS and KingsWaySoft from your app.

Anyway I can't recommend direct import from app as a perfect scenario. My recommendation - create an app that will be able to upload your file to CRM (let's say to attachment) where this file will be grabbed and imported on the background (for example with Power Automate).
baochau 95 on at

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RE: CRM REST Builder: generate web api to import records

Thanks Andrew,

I need to build Mobile app to upload/import records to CRM. Could I use SSIS, KingsWay soft adapters? I think it only do that through Web API that's exposed by CRM.

Thanks,

Chau
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a33ik 84,331 Most Valuable Professional on at

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RE: CRM REST Builder: generate web api to import records

Hello Chau,

CRMRestBuild is not the tool you are looking for. If your scenario is data import you should take a look at SSIS and KingsWaySoft adapters.