Data Map Schema Reference

<?xml version="1.0" encoding="utf-8"?>

<Map Name="Simple sample data map" Source="Sample">

<Description>Current Description: Sample data map with no lookups or transformations.</Description>

<UserIdentifier>

<SourceUserIdentifierForSourceDataSourceUserLink>Id</SourceUserIdentifierForSourceDataSourceUserLink>

<SourceUserIdentifierForSourceCRMUserLink>username</SourceUserIdentifierForSourceCRMUserLink>

<TargetUserIdentifierForSourceCRMUserLink>Primary Id</TargetUserIdentifierForSourceCRMUserLink>

</UserIdentifier>

<EntityMaps>

<EntityMap TargetEntityName="contact" SourceEntityName="contacts">

<AttributeMaps>

<AttributeMap>

<SourceAttributeName>Company Main Phone</SourceAttributeName>

<TargetAttributeName>NONE</TargetAttributeName>

<ProcessCode>Ignore</ProcessCode>

</AttributeMap>

<AttributeMap>

<SourceAttributeName>Preferred Method of Contact</SourceAttributeName>

<TargetAttributeName>preferredcontactmethodcode</TargetAttributeName>

<ProcessCode>Process</ProcessCode>

<PicklistMaps>

<PicklistMap>

<SourceValue>Email</SourceValue>

<TargetValue>6</TargetValue>

<ProcessCode>Process</ProcessCode>

</PicklistMap>

</PicklistMaps>

</AttributeMap>

</AttributeMaps>

</EntityMap>

<EntityMaps>

</Map>

Contains mappings of columns in source data to attributes in Microsoft Dynamics CRM for the source file mapped in the current EntityMap.

Maps one column in source data to one attribute in Microsoft Dynamics CRM.

The column heading used in the source file.

Specifies the name The name that is used in the Microsoft Dynamics CRM database schema. To identify schema names for record types and attributes, use the Customization area of Microsoft Dynamics CRM. of the attribute in Microsoft Dynamics CRM.

Specifies whether to ignore or migrate data in this element.

• Process: Migrate the data referred to in this element.
• Ignore: Ignore the data referred to in this element.

The root node for the data map file. The following table shows the parameters for the Map element. Required parameters are marked with an asterisk (*).

Description of the data map.

Contains mappings of drop-down list values in the source data to values in the Microsoft Dynamics CRM list specified in the current AttributeMap.

Maps one drop-down list value in the source data to one value in the corresponding Microsoft Dynamics CRM list.

One list value from the source file.

One list value from Microsoft Dynamics CRM.

This value must be a valid picklist integer for the Microsoft Dynamics CRM drop-down list attribute specified in the <AttributeMap>. To determine the integer, do one of the following:

• Open the entity in the Customize Entities area, open the attribute list, select the attribute, select a value, and then click Edit.
• View the FilteredStringMap table in the Microsoft Dynamics CRM database, which provides a list of all the string and associated integer picklist values.

If the value of the <ProcessCode> element for this <PicklistMap> is Process, this element is required.

Contains source file to Microsoft Dynamics CRM entity mappings.

Contains all attribute and transformation mappings for a single source file. The following table shows the parameters for the EntityMap element. Required parameters are marked with an asterisk (*).

Contains mappings to resolve references when a source record is related to another record either in another source file or in Microsoft Dynamics CRM.

How Relationship (Lookup) Attributes Are Migrated

Maps one column in source data to either another column in a different source file or to a Microsoft Dynamics CRM attribute to resolve a reference to a related record.

How Relationship (Lookup) Attributes Are Migrated

Specifies whether to look up the reference in another source file or in Microsoft Dynamics CRM.

Valid values:

• Source: Look up the value in a source file.
• System: Look up the value in Microsoft Dynamics CRM.

If the data you are referring to can be found in either the source file or Microsoft Dynamics CRM, use two LookupMap elements.

How Relationship (Lookup) Attributes Are Migrated

Name of the entity in either source or Microsoft Dynamics CRM data where this lookup should be resolved. In source data, this must be the file name. In Microsoft Dynamics CRM data, this must be the name of the entity, not the display name.

If <ProcessCode> is set to Process, this element is required.

How Relationship (Lookup) Attributes Are Migrated

Name of the attribute in either source or Microsoft Dynamics CRM data where this lookup should be resolved.

• In source data, this must be the column heading.
• In Microsoft Dynamics CRM data, this must be the name The name that is used in the Microsoft Dynamics CRM database schema. To identify schema names for record types and attributes, use the Customization area of Microsoft Dynamics CRM. of the attribute, not the display name The label that is used by default when an attribute is displayed on a form, in a list, or in a report. The Display Name for each attribute can be changed in the Customization area by a user with an appropriate security role.. The attribute can be any attribute, including a derived value such as the Full Name (fullname) in the entity.

The attribute should be one that provides a unique value, as a record will fail to migrate if a lookup can't be resolved to a single record.

How Relationship (Lookup) Attributes Are Migrated

If ProcessCode = Process, this element is required.

Column to use to identify a user in the source user file.

Column in the source files for other record types that reference a user.

Column in the user source file that is the unique identifier for a user. This column will map to a value in the Microsoft Dynamics CRM User entity.

Microsoft Dynamics CRM attribute that the <SourceUserIdentifierForSourceDataSourceUserLink> maps to.

Contains maps for any transformations required for the source file.

Contains information about the type of transformation, and the input and output parameters for one transformation.

Type of transformation. Must be one of:

• Microsoft.Crm.Transformations.Replace
• Microsoft.Crm.Transformations.AssignValue
• Microsoft.Crm.Transformations.Concatenate
• Microsoft.Crm.Transformations.Substring
• Microsoft.Crm.Transformations.Split
• Microsoft.Crm.Transformations.AddToDate
• Microsoft.Crm.Transformations.AddToCurrentDate
• Microsoft.Crm.Transformations.AdvancedAddToCurrentDate

  Number of occurrences	Parent element	Child elements
  One	TransformationMap	None

Contains mappings for input parameters for a transformation.

Contains mappings for one input parameter for a transformation.

Contains mappings for any input parameters that are single value parameters.

Contains mappings for one input parameter for a transformation for a parameter that is a single value.

Contains mappings for any input parameters that require multiple values.

Contains mappings for one input parameter for a transformation for a parameter that requires multiple values.

Contains mappings for all items in an array input parameter.

Contains mappings for all items in an array input parameter.

Sequence in the array.

Contains mappings for output parameters for a transformation.

Contains mappings for one output parameter for a transformation.

Specifies the order of the input or output parameters. Must be an integer. To see the order of parameters required for each transformation type, see Transformation Reference.

The parameters are not referred to in the data map by name. Instead, the value of the ParameterSequence determines which parameter is being used.

Specifies whether the data used as an input parameter for a transformation is a fixed string, or a reference to another column in the same source file.

Valid values:

• Value: Specifies that the data is a fixed string.
• Reference: Specifies that the data is a reference to a column in the same source file.

  Number of occurrences	Parent element	Child elements
  One	SingletonInputParameterMap ParameterArrayIndex	None

Microsoft Dynamics CRM attribute in which to put the output data.