Import records from a file

Can I do this task?

To make sure that the import is successful, be sure to follow the steps in Prepare a file for import.

1. On the File tab, click Tools, and then click Import Data.

   The Import Data Wizard opens.

2. Click Browse to upload a file. For more information, see Upload a file.
3. Review the file that you have uploaded. If you imported a .zip file, the review also includes a list of all of the files contained in the .zip file.
4. On the Review File Upload Summary page, click Delimiter Settings to specify the delimiters that will apply to the files that you are importing. For more information, see Review File Upload Summary.

   Note

   When importing a .zip file, all files contained in the .zip file must use the same field and data delimiters.

5. If the first row in your file contains column headings, select the First row contains column headings check box.
6. Click Next.
7. Select a data map to map your source data to Microsoft Dynamics CRM record types and field. For more information, see Select Data Map.
8. Click Next.

   If your data does not map automatically, you will be asked to manually map the source data to Microsoft Dynamics CRM record types and fields.

9. Map the source files that you are importing to Microsoft Dynamics CRM record types. For detailed information, see Map source files to Microsoft Dynamics CRM record types in Map Record Types.
10. Map the unmapped columns in your source files to Microsoft Dynamics CRM fields. For detailed information, see Map Fields.

    The Review Mapping Summary page shows a summary of the mapped files that will be imported.

    Tip

    Click Edit if you want to edit the mappings.

11. Click Next.
12. Review the import settings.
13. Click Submit.

    Note

    To view the status of your import, click the Imports link. Microsoft Dynamics CRM always displays the success and error counts for an import file used to import user records as "0" for the Imports list. Other files types may display other values for the Imports list.

14. Click Finish.

Important

Because more than one user can submit import jobs at once, the import requests for files that are larger than 1 MB are queued and processed one at a time. For example, if three users each submit a .zip file that is larger than 1 MB, then the first file import starts immediately and queues the other two. When finishing the first import task, Microsoft Dynamics CRM imports the second and third in the order that they were submitted. Meanwhile, any small file (.zip, .csv, .txt, or .xml) submitted for import might be imported immediately, depending on the asynchronous service.