How to insert field value from csv file to Entity using plugin code?

(0) Share

Report

Posted on by ggghj

160

I just attach CSV file in note section form an entity. Then after attached csv file in note section , whatever the data in csv file just insert in to entity fields using plugin.

*This post is locked for comments

I have the same question (0)

All responses (6)

Answers (0)

tw0sh3ds 5,600 on at

Like (2)

Report

Do you already have some code for a starting point? Which part are you having problem with? There are thousands examples on google on

1) How to create a plugin in CRM 2016

2) How to read document from an Annotation in CRM 2016

3) How to read CSV file

4) How to update record in CRM 2016

Just put it all together and you will have your solution. Don't expect others to do all the job for you, how fun is it if you don't try to figure something out for yourself at first? If you already have and it's not working then post your code, we will be happy to help you make it work.

Was this reply helpful? Yes No
ggghj 160 on at

Like (0)

Report

Ok,

Can you please share some referral link.

Was this reply helpful? Yes No
tw0sh3ds 5,600 on at

Like (0)

Report

As I said - there are thousands of links. Just copy paste to Google search each of the step that I posted and choose whichever you will find suitable and clear enough for you.

Was this reply helpful? Yes No
Aric Levin - MVP 30,190 Moderator on at

Like (1)

Report

Here are some links to help you start, but as Pawel mentioned, there are a lot of links your can search online:

// Reading CSV file. You will have to modify reading for directory to reading from stream

stackoverflow.com/.../reading-csv-files-using-c-sharp

// MSDN Upload Retrieve and Download attachment

msdn.microsoft.com/.../gg328429.aspx;MSPPError=-2147217396

// MSDN Use Entity class for create update and delete

msdn.microsoft.com/.../gg309731.aspx

Was this reply helpful? Yes No
ashlega 34,477 on at

Like (0)

Report

You might actually try to re-use import functionality. There is an example here:

https://msdn.microsoft.com/en-us/library/hh547396.aspx

I think Aric has already provided you a link explaining the document attachments..

https://msdn.microsoft.com/en-us/library/gg328429.aspx

Was this reply helpful? Yes No
ggghj 160 on at

Like (0)

Report

I have a doubt about to get id of attached file in note section.

Share with u code details , at the time click on ribbon button the attached csv file from note section carry data and insert it into entity fields.

$('#infg.infg_mta.Button2.Button').on("click",function(e){

e.preventDefault();

$('#files').parse({

config: {

delimiter: "auto",

complete: buildTable,

},

before: function(file, inputElem)

{

//console.log("Parsing file...", file);

},

error: function(err, file)

{

//console.log("ERROR:", err, file);

},

complete: function()

{

//console.log("Done with all files");

}

});

});

function buildTable(results){

var markup = "<table class='table'>";

var data = results.data;

for(i=0;i<data.length;i++){

markup+= "<tr>";

var row = data[i];

var cells = row.join(",").split(",");

for(j=0;j<cells.length;j++){

markup+= "<td>";

markup+= cells[j];

markup+= "</th>";

}

markup+= "</tr>";

}

markup+= "</table>";

$("#app").html(markup);

}

Was this reply helpful? Yes No