Import Data Wizard - Map Record Types

This page displays progress as the Import Data Wizard uses the selected data map to map your source files to the record types in Microsoft Dynamics CRM. This page appears if the Import Data Wizard is unable to map at least one source file using the selected data map automatically and requires an input from you.

For files that are unmapped, you can do the following:

• Create new record types in Microsoft Dynamics CRM
• Ignore the data from files
• Map files to existing Microsoft Dynamics CRM record types

The Source Data Files column shows a list of your source files. The CRM Record Types column shows a Microsoft Dynamics CRM record type as a possible match for each of the source file listed in the Source Data Files column. You can select a different record type than what is suggested.

Note

If you want the Import Data Wizard to automatically map the files, the source file name and the display name of the Microsoft Dynamics CRM record type to which you want to import the data must match exactly.

Important

If you use an existing data map to map a source file or field to a Microsoft Dynamics CRM record type or field, and if that record type or field is no longer available in Microsoft Dynamics CRM at the time of import, the source file or field shows as Not Mapped.

For a source file that could not be mapped to any record type in Microsoft Dynamics CRM, the CRM Record Types column shows a list of available record types. Microsoft Dynamics CRM also provides an option to create a new record type in Microsoft Dynamics CRM to map to the corresponding source file, or to skip importing data from the source file.

Map source files to Microsoft Dynamics CRM record types

A green check mark appears for each source file that is successfully mapped to a Microsoft Dynamics CRM record type. An alert symbol appears for each source data file that could not be mapped to a record type in Microsoft Dynamics CRM automatically.

1. For each unmapped source data file, click the name under Microsoft Dynamics CRM Record Types, and then click the record type to which it maps in the list.

   - OR -

   If no Microsoft Dynamics CRM record type in the list is appropriate for the data in your source file, create a custom record type clicking Create New in the list.

   1. Enter the following information:
   • Record Type Name. Specify the name for the record type in Microsoft Dynamics CRM. By default, the file name displays here.

     Note

     If the name that you specified already exists, Microsoft Dynamics CRM prompts you to specify a new name.

   • Plural Name of the Record Type. Specify the plural name This will use the plural name of the related entity for the associated view. for Microsoft Dynamics CRM to use for this record type.
   • Primary Field. Specify the name of the column that should be used as the primary field for the record type.

     The primary field displays when creating or displaying relationships to this record type, such as in the Look Up Records dialog box.

     Note

     You can create a new record type only if you have the privileges to create and publish custom record types in Microsoft Dynamics CRM.

   1. Click OK.

   - OR -

   If you want to skip importing a file, click Ignore in the list for that file.

   The Import Data Wizard will not import data from a file that is ignored.

2. Click Next when each file is either mapped or ignored.