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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Problem with conversio...
Microsoft Dynamics CRM (Archived)

Problem with conversion from excel files to XML or CSV.

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Posted on by Spahpanzer Luchs 170

Hello everybody !

I come back to you all for ask you about a new incident in my CRM. Last time, I found here a wonderful help, and I will be very glad if somebody will help me one more time.

I would like to import database with the function "import", the system tell me that I have to load only files like xml, csv, text, zip etc... Then I took a excel file (names of people plus numbers phones) and saved it like a CSV. Later, I used the function import on CRM, loaded it, and... My data appeared like only "????????? ?????????", nothing readable... I did the same process with an excel file to xml, text, and the same problem came back.

Do you know what happened ? I did something wrong ?

Thanks all in advance for replies.

Sebastien.

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  • Suggested answer
    Jitendra Sahu Profile Picture
    Jitendra Sahu 2 on at

    The only "easy way" of doing this is as follows. First, realize that there is a difference between what is displayed and what is kept hidden in the Excel .csv file.

    (1) Open an Excel file where you have the info (.xls, .xlsx)

    (2) In Excel, choose "CSV (Comma Delimited) (*.csv) as the file type and save as that type.

    (3) In NOTEPAD (found under "Programs" and then Accessories in Start menu), open the saved .csv file in Notepad

    (4) Then choose -> Save As..and at the bottom of the "save as" box, there is a select box labelled as "Encoding". Select UTF-8 (do NOT use ANSI or you lose all accents etc). After selecting UTF-8, then save the file to a slightly different file name from the original.

    This file is in UTF-8 and retains all characters and accents and can be imported.

  • Spahpanzer Luchs Profile Picture
    Spahpanzer Luchs 170 on at

    Hello ! Thanks for your advise, I will try to do it right now, and let you know the result.

  • Spahpanzer Luchs Profile Picture
    Spahpanzer Luchs 170 on at

    Results are ... I followed your process, but I got the same problem, maybe because I use special letters in my documents, Cyrillic (Russian). So I copied the column of name (my excel file was filled on only one column with names), and I pasted into the notepad, save it with encoding UTF-8, and loaded it into CRM.

    There I could see my document, and the names was successful recorded into contacts.

    What about more columns ? Do you think that's will work on the same way ?

    Thanks in advance for reply.

  • Spahpanzer Luchs Profile Picture
    Spahpanzer Luchs 170 on at

    I tried to do it with a multi columns file, it's a disaster... I got a CSV file with columns, but after import it in CRM, the software put all columns in one... Maybe I missed a parameter, but where...

  • Spahpanzer Luchs Profile Picture
    Spahpanzer Luchs 170 on at

    Any solutions ?

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