Export and Import Data into Microsoft CRM 2011 after changing the file type from XML to CSV

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Posted on by Community Member Microsoft Employee

I am trying to export data from our Microsoft CRM and make changes on these data and import them again into the CRM. When I click on Export I click on the checkbox to include the columns required to return these data into CRM. However, our information company that process these files will need to change the file type from XML to CSV which will make the file not able to import again even when I change it to XML. Do you know what is the best way to solve this issue.

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Aric Levin 30,188 on at

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RE: Export and Import Data into Microsoft CRM 2011 after changing the file type from XML to CSV

Hi Adey,

The PowerObjects link that you specified should work.

I guess it all comes down to your comfort zone.

If you are looking for information on how to create SSIS packages with Kingswaysoft, see the following links:

www.kingswaysoft.com/.../crm

The above link is for earlier versions of Dynamics CRM, so check which version of SQL Server you have and get the version you need accordingly.

www.kingswaysoft.com/.../help-manual

Help Manual for Kingswaysoft Components for Dynamics CRM

The following is a sample of creating an SSIS package with Kingswaysoft:

dipankarbhattacharya.com/.../codeless-data-migration-to-dynamics-crm-using-kingswaysoft

Hope this helps.
Community Member Microsoft Employee on at

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RE: Export and Import Data into Microsoft CRM 2011 after changing the file type from XML to CSV

What do you think about this:

www.powerobjects.com/.../updating-records-in-microsoft-dynamics-crm
Community Member Microsoft Employee on at

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RE: Export and Import Data into Microsoft CRM 2011 after changing the file type from XML to CSV

Thank you so much,

Yes, I have been trying to solve this issue for three weeks now.

I am not sure where to find any of the resources for the SSIS, can you please provide some resources.

This is most likely a one time activity, but it has to be done.

I tried to download the template and using it to reimport, it worked actually except it added all the accounts as "Create" so I have duplicated accounts, it should import as update.
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Aric Levin 30,188 on at

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RE: Export and Import Data into Microsoft CRM 2011 after changing the file type from XML to CSV

Hi Adey,

Saw your post on stack overflow as well and some of the answers there.

The bottom line is that when you convert from xml to csv, you will lose some of the required data.

Is this a one time thing, or will this be on a regular basis?

If this is something that would happen on a regular basis, I would recommend build a small SSIS package for this.

You can use SSIS/SSDT (SQL Server Data Tools) with KingswaySoft to update the data in CRM based on the csv as the import source. You will still have the unique ids of the records from the csv, so you can perform a pretty straight forward Update.

Maybe there is a better solution, but this is a safe bet.

Hope this helps.

Export and Import Data into Microsoft CRM 2011 after changing the file type from XML to CSV

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Export and Import Data into Microsoft CRM 2011 after changing the file type from XML to CSV

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