Customize the default import settings

  1. On the Review Settings and Import Data page of the Import Data Wizard, select whether you want the Import Data Wizard to allow importing duplicate records in Microsoft Dynamics CRM.
  2. In Select Owner for the Imported Records, click the Lookup button Lookup button to select an owner who will own the records if the owner mappings are not defined in the data map or the users.csv.

    Important

    Usually, owners are mapped or created using the owner information in the users.csv file. If the source data does not contain a users.csv file, the records are still imported with the owner as the user you specify in Select Owner for the Imported Records. For more information, see How User Records Are Imported.

  3. In Data Map Name, specify a name for the data map.

    This data map can be used later for importing data from similar sources.

Related Topics

Data Management Area

Work with Imports

Import records from a file
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