Tasks |
Required Steps |
Delete the import job that was created for the source file uploaded during an import |
In the Records group, click Delete, and then click Delete Import Source File. In the Confirm Deletion dialog box, click OK. |
Delete records that were imported to a record type during an import |
In the Records group, click Delete, and then click All Records Imported to This Entity During This Import. In the Delete Imported Records dialog box, specify whether you want to delete the import job history, and then click OK. Caution If your .zip file contains two .csv files, Accounts1.csv and Accounts2.csv, then Microsoft Dynamics CRM makes one import of data from these files to only the Accounts record type. While deleting imported records, if you select Accounts1.csv from the Imports list and choose All Records Imported to This Entity During This Import, then Microsoft Dynamics CRM deletes all the imported records from Accounts1.csv and Accounts2.csv because of the import to one record type. If the .zip file had a file with records for a different record type, then Microsoft Dynamics CRM only deletes the records for the one record type. |
Delete all records that were imported from a .zip file during an import |
In the Records group, click Delete, and then click All Imported Records from the .zip File. In the Delete Imported Records dialog box, specify whether you want to delete the import job history, and then click OK. |
The following data maps are provided with Microsoft Dynamics CRM:
Generic Data Maps |
When to Use |
Default |
Use this map to let Import Data Wizard automatically map the files and columns. For automatic mapping to work:
|
Generic Map for Contact and Account |
Use this map when your source file contains records for contact and account record types, and where Contact is the primary record type. |
Data Maps for Specific Sources |
When to Use |
For Full Data Export |
Use this map if your source data is exported from Salesforce.com by using the Full Data Export feature of Salesforce.com. |
For Report Export |
Use this map if your source data is exported from Salesforce.com using the Report Export feature of Salesforce.com. |
For Contact and Account Report Export |
Use this map when your source file contains both contact and account records from Salesforce.com and where Contact is the primary record type. |
Microsoft Outlook Business Contact Manager 2010 Map |
Use this map when your source files contain data that is obtained from Microsoft Outlook Business Contact Manager 2010. |
Custom Maps |
When to Use |
Custom maps |
Use a custom map when you want to import data from a source similar to one for which you previously have created a data map. Custom maps are customized data maps created to import data from a specific source. When you use any data map and change the record type or field mapping, you can save the customized map settings as a new data map. These customized data maps are listed under Custom Maps. |