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Microsoft Dynamics CRM (Archived)

Import Data using complex data map in console application C# from csv file to CRM

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My code is below

// =====================================================================
// This file is part of the Microsoft Dynamics CRM SDK code samples.
//
// Copyright (C) Microsoft Corporation. All rights reserved.
//
// This source code is intended only as a supplement to Microsoft
// Development Tools and/or on-line documentation. See these other
// materials for detailed information regarding Microsoft code samples.
//
// THIS CODE AND INFORMATION ARE PROVIDED "AS IS" WITHOUT WARRANTY OF ANY
// KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE
// IMPLIED WARRANTIES OF MERCHANTABILITY AND/OR FITNESS FOR A
// PARTICULAR PURPOSE.
// =====================================================================

//<snippetImportWithCreate>
using System;
using System.ServiceModel;
using System.Collections.Generic;
using System.Linq;

// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// located in the SDK\bin folder of the SDK download.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Metadata;

// These namespaces are found in the Microsoft.Crm.Sdk.Proxy.dll assembly
// located in the SDK\bin folder of the SDK download.
using Microsoft.Crm.Sdk.Messages;

namespace Microsoft.Crm.Sdk.Samples
{
/// <summary>
/// This sample shows how to define a complex mapping for importing and then use the
/// Microsoft Dynamics CRM 2011 API to bulk import records with that mapping.
/// </summary>
public class ImportWithCreate
{
#region Class Level Members

private OrganizationServiceProxy _serviceProxy;
private DateTime _executionDate;

#endregion

/// <summary>
/// This method first connects to the organization service. Afterwards,
/// auditing is enabled on the organization, account entity, and a couple
/// of attributes.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early bound type support.
_serviceProxy.EnableProxyTypes();

// Log the start time to ensure deletion of records created during execution.
_executionDate = DateTime.Today;
ImportRecords();
DeleteRequiredRecords(promptforDelete);
}
}

/// <summary>
/// Imports records to Microsoft Dynamics CRM from the specified .csv file.
/// </summary>
public void ImportRecords()
{
// Create an import map.
ImportMap importMap = new ImportMap()
{
Name = "Import Map " + DateTime.Now.Ticks.ToString(),
Source = "Import Accounts.csv",
Description = "Description of data being imported",
EntitiesPerFile =
new OptionSetValue((int)ImportMapEntitiesPerFile.SingleEntityPerFile),
EntityState = EntityState.Created
};
Guid importMapId = _serviceProxy.Create(importMap);

// Create column mappings.

#region Column One Mappings
// Create a column mapping for a 'text' type field.
ColumnMapping colMapping1 = new ColumnMapping()
{
// Set source properties.
SourceAttributeName = "src_name",
SourceEntityName = "Account_1",

// Set target properties.
TargetAttributeName = "name",
TargetEntityName = Account.EntityLogicalName,

// Relate this column mapping with the data map.
ImportMapId =
new EntityReference(ImportMap.EntityLogicalName, importMapId),

// Force this column to be processed.
ProcessCode =
new OptionSetValue((int)ColumnMappingProcessCode.Process)
};

// Create the mapping.
Guid colMappingId1 = _serviceProxy.Create(colMapping1);
#endregion

#region Column Two Mappings
// Create a column mapping for a 'lookup' type field.
ColumnMapping colMapping2 = new ColumnMapping()
{
// Set source properties.
SourceAttributeName = "src_parent",
SourceEntityName = "Account_1",

// Set target properties.
TargetAttributeName = "parentaccountid",
TargetEntityName = Account.EntityLogicalName,

// Relate this column mapping with the data map.
ImportMapId =
new EntityReference(ImportMap.EntityLogicalName, importMapId),

// Force this column to be processed.
ProcessCode =
new OptionSetValue((int)ColumnMappingProcessCode.Process),
};

// Create the mapping.
Guid colMappingId2 = _serviceProxy.Create(colMapping2);

// Because we created a column mapping of type lookup, we need to specify lookup details in a lookupmapping.
// One lookupmapping will be for the parent account, and the other for the current record.
// This lookupmapping is important because without it the current record
// cannot be used as the parent of another record.

// Create a lookup mapping to the parent account.
LookUpMapping parentLookupMapping = new LookUpMapping()
{
// Relate this mapping with its parent column mapping.
ColumnMappingId =
new EntityReference(ColumnMapping.EntityLogicalName, colMappingId2),

// Force this column to be processed.
ProcessCode =
new OptionSetValue((int)LookUpMappingProcessCode.Process),

// Set the lookup for an account entity by its name attribute.
LookUpEntityName = Account.EntityLogicalName,
LookUpAttributeName = "name",
LookUpSourceCode =
new OptionSetValue((int)LookUpMappingLookUpSourceCode.System)
};

// Create the lookup mapping.
Guid parentLookupMappingId = _serviceProxy.Create(parentLookupMapping);

// Create a lookup on the current record's "src_name" so that this record can
// be used as the parent account for another record being imported.
// Without this lookup, no record using this account as its parent will be imported.
LookUpMapping currentLookUpMapping = new LookUpMapping()
{
// Relate this lookup with its parent column mapping.
ColumnMappingId =
new EntityReference(ColumnMapping.EntityLogicalName, colMappingId2),

// Force this column to be processed.
ProcessCode =
new OptionSetValue((int)LookUpMappingProcessCode.Process),

// Set the lookup for the current record by its src_name attribute.
LookUpAttributeName = "src_name",
LookUpEntityName = "Account_1",
LookUpSourceCode =
new OptionSetValue((int)LookUpMappingLookUpSourceCode.Source)
};

// Create the lookup mapping
Guid currentLookupMappingId = _serviceProxy.Create(currentLookUpMapping);
#endregion

#region Column Three Mappings
// Create a column mapping for a 'picklist' type field
ColumnMapping colMapping3 = new ColumnMapping()
{
// Set source properties
SourceAttributeName = "src_addresstype",
SourceEntityName = "Account_1",

// Set target properties
TargetAttributeName = "address1_addresstypecode",
TargetEntityName = Account.EntityLogicalName,

// Relate this column mapping with its parent data map
ImportMapId =
new EntityReference(ImportMap.EntityLogicalName, importMapId),

// Force this column to be processed
ProcessCode =
new OptionSetValue((int)ColumnMappingProcessCode.Process)
};

// Create the mapping
Guid colMappingId3 = _serviceProxy.Create(colMapping3);

// Because we created a column mapping of type picklist, we need to specify picklist details in a picklistMapping
PickListMapping pickListMapping1 = new PickListMapping()
{
SourceValue = "bill",
TargetValue = 1,

// Relate this column mapping with its column mapping data map
ColumnMappingId =
new EntityReference(ColumnMapping.EntityLogicalName, colMappingId3),

// Force this column to be processed
ProcessCode =
new OptionSetValue((int)PickListMappingProcessCode.Process)
};

// Create the mapping
Guid picklistMappingId1 = _serviceProxy.Create(pickListMapping1);

// Need a picklist mapping for every address type code expected
PickListMapping pickListMapping2 = new PickListMapping()
{
SourceValue = "ship",
TargetValue = 2,

// Relate this column mapping with its column mapping data map
ColumnMappingId =
new EntityReference(ColumnMapping.EntityLogicalName, colMappingId3),

// Force this column to be processed
ProcessCode =
new OptionSetValue((int)PickListMappingProcessCode.Process)
};

// Create the mapping
Guid picklistMappingId2 = _serviceProxy.Create(pickListMapping2);
#endregion

// Create Import
Import import = new Import()
{
// IsImport is obsolete; use ModeCode to declare Create or Update.
ModeCode = new OptionSetValue((int)ImportModeCode.Create),
Name = "Importing data"
};
Guid importId = _serviceProxy.Create(import);

// Create Import File.
ImportFile importFile = new ImportFile()
{
Content = BulkImportHelper.ReadCsvFile("Import Accounts.csv"), // Read contents from disk.
Name = "Account record import",
IsFirstRowHeader = true,
ImportMapId = new EntityReference(ImportMap.EntityLogicalName, importMapId),
UseSystemMap = false,
Source = "Import Accounts.csv",
SourceEntityName = "Account_1",
TargetEntityName = Account.EntityLogicalName,
ImportId = new EntityReference(Import.EntityLogicalName, importId),
EnableDuplicateDetection = false,
FieldDelimiterCode =
new OptionSetValue((int)ImportFileFieldDelimiterCode.Comma),
DataDelimiterCode =
new OptionSetValue((int)ImportFileDataDelimiterCode.DoubleQuote),
ProcessCode =
new OptionSetValue((int)ImportFileProcessCode.Process)
};

// Get the current user to set as record owner.
WhoAmIRequest systemUserRequest = new WhoAmIRequest();
WhoAmIResponse systemUserResponse =
(WhoAmIResponse)_serviceProxy.Execute(systemUserRequest);

// Set the owner ID.
importFile.RecordsOwnerId =
new EntityReference(SystemUser.EntityLogicalName, systemUserResponse.UserId);

Guid importFileId = _serviceProxy.Create(importFile);

//<snippetImportWithCreate1>
// Retrieve the header columns used in the import file.
GetHeaderColumnsImportFileRequest headerColumnsRequest = new GetHeaderColumnsImportFileRequest()
{
ImportFileId = importFileId
};
GetHeaderColumnsImportFileResponse headerColumnsResponse =
(GetHeaderColumnsImportFileResponse)_serviceProxy.Execute(headerColumnsRequest);

// Output the header columns.
int columnNum = 1;
foreach (string headerName in headerColumnsResponse.Columns)
{
Console.WriteLine("Column[" + columnNum.ToString() + "] = " + headerName);
columnNum++;
}
//</snippetImportWithCreate1>

//<snippetImportWithCreate2>
// Parse the import file.
ParseImportRequest parseImportRequest = new ParseImportRequest()
{
ImportId = importId
};
ParseImportResponse parseImportResponse =
(ParseImportResponse)_serviceProxy.Execute(parseImportRequest);
Console.WriteLine("Waiting for Parse async job to complete");
//</snippetImportWithCreate2>
BulkImportHelper.WaitForAsyncJobCompletion(_serviceProxy, parseImportResponse.AsyncOperationId);
BulkImportHelper.ReportErrors(_serviceProxy, importFileId);

//<snippetImportWithCreate3>
// Retrieve the first two distinct values for column 1 from the parse table.
// NOTE: You must create the parse table first using the ParseImport message.
// The parse table is not accessible after ImportRecordsImportResponse is called.
GetDistinctValuesImportFileRequest distinctValuesRequest = new GetDistinctValuesImportFileRequest()
{
columnNumber = 1,
ImportFileId = importFileId,
pageNumber = 1,
recordsPerPage = 2,
};
GetDistinctValuesImportFileResponse distinctValuesResponse =
(GetDistinctValuesImportFileResponse)_serviceProxy.Execute(distinctValuesRequest);

// Output the distinct values. In this case: (column 1, row 1) and (column 1, row 2).
int cellNum = 1;
foreach (string cellValue in distinctValuesResponse.Values)
{
Console.WriteLine("(1, " + cellNum.ToString() + "): " + cellValue);
Console.WriteLine(cellValue);
cellNum++;
}
//</snippetImportWithCreate3>

//<snippetImportWithCreate4>
// Retrieve data from the parse table.
// NOTE: You must create the parse table first using the ParseImport message.
// The parse table is not accessible after ImportRecordsImportResponse is called.
RetrieveParsedDataImportFileRequest parsedDataRequest = new RetrieveParsedDataImportFileRequest()
{
ImportFileId = importFileId,
PagingInfo = new PagingInfo()
{
// Specify the number of entity instances returned per page.
Count = 2,
// Specify the number of pages returned from the query.
PageNumber = 1,
// Specify a total number of entity instances returned.
PagingCookie = "1"
}
};

RetrieveParsedDataImportFileResponse parsedDataResponse =
(RetrieveParsedDataImportFileResponse)_serviceProxy.Execute(parsedDataRequest);

// Output the first two rows retrieved.
int rowCount = 1;
foreach (string[] rows in parsedDataResponse.Values)
{
int colCount = 1;
foreach (string column in rows)
{
Console.WriteLine("(" + rowCount.ToString() + "," + colCount.ToString() + ") = " + column);
colCount++;
}
rowCount++;
}
//</snippetImportWithCreate4>

//<snippetImportWithCreate5>
// Transform the import
TransformImportRequest transformImportRequest = new TransformImportRequest()
{
ImportId = importId
};
TransformImportResponse transformImportResponse =
(TransformImportResponse)_serviceProxy.Execute(transformImportRequest);
Console.WriteLine("Waiting for Transform async job to complete");
//</snippetImportWithCreate5>
BulkImportHelper.WaitForAsyncJobCompletion(_serviceProxy, transformImportResponse.AsyncOperationId);
BulkImportHelper.ReportErrors(_serviceProxy, importFileId);

//<snippetImportWithCreate6>
// Upload the records.
ImportRecordsImportRequest importRequest = new ImportRecordsImportRequest()
{
ImportId = importId
};
ImportRecordsImportResponse importResponse =
(ImportRecordsImportResponse)_serviceProxy.Execute(importRequest);
Console.WriteLine("Waiting for ImportRecords async job to complete");
//</snippetImportWithCreate6>
BulkImportHelper.WaitForAsyncJobCompletion(_serviceProxy, importResponse.AsyncOperationId);
BulkImportHelper.ReportErrors(_serviceProxy, importFileId);
}

/// <summary>
/// Deletes any entity records that were created for this sample.
/// <param name="prompt">Indicates whether to prompt the user
/// to delete the records created in this sample.</param>
/// </summary>
public void DeleteRequiredRecords(bool prompt)
{
bool toBeDeleted = true;

if (prompt)
{
// Ask the user if the created entities should be deleted.
Console.Write("\nDo you want these entity records deleted? (y/n) [y]: ");
String answer = Console.ReadLine();
if (answer.StartsWith("y") ||
answer.StartsWith("Y") ||
answer == String.Empty)
{
toBeDeleted = true;
}
else
{
toBeDeleted = false;
}
}

if (toBeDeleted)
{
// Retrieve all account records created in this sample.
QueryExpression query = new QueryExpression()
{
EntityName = Account.EntityLogicalName,
Criteria = new FilterExpression()
{
Conditions =
{
new ConditionExpression("createdon", ConditionOperator.OnOrAfter, _executionDate),
}
},
ColumnSet = new ColumnSet(false)
};
var accountsCreated = _serviceProxy.RetrieveMultiple(query).Entities;

// Delete all records created in this sample.
foreach (var account in accountsCreated)
{
_serviceProxy.Delete(Account.EntityLogicalName, account.Id);
}

Console.WriteLine("Entity record(s) have been deleted.");
}
}
#region Main method

/// <summary>
/// Standard Main() method used by most SDK samples.
/// </summary>
/// <param name="args"></param>
static public void Main(string[] args)
{
try
{
// Obtain the target organization's web address and client logon
// credentials from the user.
ServerConnection serverConnect = new ServerConnection();
ServerConnection.Configuration config = serverConnect.GetServerConfiguration();

var app = new ImportWithCreate();
app.Run(config, true);
}

catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp);
Console.WriteLine("Code: {0}", ex.Detail.ErrorCode);
Console.WriteLine("Message: {0}", ex.Detail.Message);
Console.WriteLine("Trace: {0}", ex.Detail.TraceText);
Console.WriteLine("Inner Fault: {0}",
null == ex.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
}
catch (System.TimeoutException ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine("Message: {0}", ex.Message);
Console.WriteLine("Stack Trace: {0}", ex.StackTrace);
Console.WriteLine("Inner Fault: {0}",
null == ex.InnerException.Message ? "No Inner Fault" : ex.InnerException.Message);
}
catch (System.Exception ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine(ex.Message);

// Display the details of the inner exception.
if (ex.InnerException != null)
{
Console.WriteLine(ex.InnerException.Message);

FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> fe = ex.InnerException
as FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>;
if (fe != null)
{
Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp);
Console.WriteLine("Code: {0}", fe.Detail.ErrorCode);
Console.WriteLine("Message: {0}", fe.Detail.Message);
Console.WriteLine("Trace: {0}", fe.Detail.TraceText);
Console.WriteLine("Inner Fault: {0}",
null == fe.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
}
}
}
// Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
// SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.

finally
{
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
#endregion Main method
}
}
//</snippetImportWithCreate>

-----------------------------------------------------------------------------------------------------

Please help me in this asap.

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  • Suggested answer
    Emre GULCAN Profile Picture
    2,379 on at

    Hi Dharampal,

    I see you use SDK sample codes. When you first run this apps, CMD app requires your server connections and saved at "C:\Users\<username>\AppData\Roaming\CrmServer\Credentials.xml", please check your file and if it exists check your ServerAddressOrganizationName, DiscoveryUri and OrganizationUri

    When you run CMD app, you'll see screen like this (for the first time)

    cmd_2D00_02.png

    if you already have credentials this screens show alls and "add new" option.

    cmd_2D00_02.png

     

     

     

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