Define option set mapping during import

While importing your data, if any column in your source file includes fixed set of values, you must map the column to a field of Option Set type. A column of this type has values such as "Yes" or "No," or "Hot," "Warm," or "Cold."

  1. In the Import Data Wizard, navigate to the Map Fields page.
  2. For the field in the Source Fields column, click the item in the CRM Fields list that is a option set type. These have "(Option Set)" as part of the name of the list item.
  3. For each Source Option Values item, click an item from the CRM Option Values list to map it.

    When you are mapping the source values to items in the CRM Option Values list, the Import Data Wizard temporarily adds the items from the source values to the items from the Microsoft Dynamics CRM target values. You can map the source list values to the existing options in Microsoft Dynamics CRM or to the added values. If you map a source value to one of the added values, the Import Data Wizard keeps this value for the target values in Microsoft Dynamics CRM.

    For example, your source values and the Microsoft Dynamics CRM target values could have the following values before the import starts:

    Source values

    Microsoft Dynamics CRM target values

    Low

    High

    Cold

    Warm

    Hot

    During the import, the Import Data Wizard adds the source values to the Microsoft Dynamics CRM target values:

    Source values

    Microsoft Dynamics CRM target values

    Low

    High

    Cold

    Warm

    Hot

    Low

    High

    You can map Low in the source values to Cold in the Microsoft Dynamics CRM target values. Also, you can map High in the source values to High in the Microsoft Dynamics CRM target values.

    Based on these mappings, the Import Data Wizard creates "High" as a Microsoft Dynamics CRM target value. It does not create "Low" as a Microsoft Dynamics CRM target value because you did not map any source value to the added Microsoft Dynamics CRM target value of "Low".

Related Topics

Preparation Tasks for Specific Data Types

How Bit Field Types Are Imported

How Status and Status Reason Data Is Imported

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