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Customer experience | Sales, Customer Insights,...
Suggested answer

Processing of multiple Import files simultaneously.

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Posted on by 10

Hi everyone,

I have uploaded more than 1 file into the CRM application via Import wizard. 

The one I uploaded first is processing and showing progress. The remaining two uploaded after the first one still shows status as submitted.

CRM application will allow only one file to process at a time?? 

If 'Yes' is there any possible ways to make process multiple import file simultaneously. 

Thanks

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  • Suggested answer
    AJ-22040756-0 Profile Picture
    on at
    RE: Processing of multiple Import files simultaneously.

    Hi Partner,

    It is Suggested to use the Zip file if there are multiple files needs to be imported. So that all files within zip files will be bring at once. 

    Using a ZIP folder to import data has lots of merits over importing those data files individually. Apart from importing multiple files in parallel, it also gives power to import cross-referenced files and attachments. Here are the merits and structural requirements of ZIP file for import in MSCRM.

    • Importing cross-referenced data files: All files that are referencing each other and need to be imported in one attempt to resolve look-up, can be zipped in a folder and this ZIP file can be imported into MSCRM. User has to provide Data Map defining all field and lookup mappings and this map can be used to import all data into the Microsoft Dynamics CRM system.
    • Import attachments along with data files: If a ZIP folder contains a folder named Attachments and corresponding “attachment ID to record ID” mapping in a file, then import wizard will import attachments also along with data. 
    • Supported ZIP folder structures: The file structure of importable ZIP folder is defined to provide high performance and avoid ambiguity. It is very flexible but has some rules.
      • a ZIP folder can contain data files and one Attachment folder directly under root or a ZIP folder can have one folder which in turn contains data files and one Attachment folder
      • a ZIP folder should have all data files of only one type (CSV, XMLSS or TXT) to qualify for import. Though it supports empty files and don’t block import if any of your files in the ZIP folder is blank.
      • ZIP folders should not be password protected and total zipped size should be less than 32 MB in size.
      • Any individual data or attachment file in the ZIP folder should be less than 8 MB in size.
      • Any other or ambiguous ZIP folder structure will be discarded during the import.
  • Alex-Pinkis Profile Picture
    on at
    RE: Processing of multiple Import files simultaneously.

    Hi Parasuraman,

    Yes, this is described here-

    https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/import-accounts-leads-other-data#step-1-get-your-import-file-ready

    pastedimage1589353989628v1.png

    Thanks,

    Alex

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