Delete imported records

Can I do this task?

  1. In the Navigation Pane, click Workplace, and then under My Work, click Imports.
  2. Select the record that you want to delete, followed by one of the following actions:

    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.

Related Topics

Work with Imports

Delete Things

Select data map template

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:

  • The files names of the source files must exactly match with the display names of Microsoft Dynamics CRM record types.
  • The column headings in the source file must match exactly the display names of Microsoft Dynamics CRM fields.

    The map identifies the matching Microsoft Dynamics CRM record type and fields by comparing the display names with the files you have uploaded for import and the column names. If Microsoft Dynamics CRM cannot map any file or column, the Import Data Wizard shows the mapping pages so you can manually map the unmapped files and columns.

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.

Related Topics

Work with Data Maps

Data Management Area

Work with Imports

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