Import Wizard - Upload Data File

1. To locate a file that you want to import, click Browse.

   Microsoft Dynamics CRM supports importing data from the following file types:

   • XML Spreadsheet 2003 (.xml)–Microsoft Excel format stored as an XML file. You can open the XML spreadsheets with Microsoft Excel.
   • Comma-separated values (.csv)–Comma-delimited format.
   • Text (.txt)–Delimited text format with columns separated by commas.
   • Compressed files (.zip)–Compressed file that contains one or more files of the same supported file type (.xml, .csv, or .txt).
2. Click Next.

   Note

   By default, the maximum size of the files that you can import is 8 megabytes (MB). This means:

   • Any .csv, .txt, or .xml file must not exceed 8 MB in size.
   • The total size of the .zip file, including the attachment folder, must not exceed 8 MB. The system administrator can change this limit to be up to 32 MB in the web.config file settings.
   • The total size of the extracted files must not exceed 200 MB.

Important

When the Import Data Wizard extracts .zip files, extracted files are placed on the computer for a while. During this time, the local administrator of the computer may access the extracted files and may view the data in these files.