Import Data Wizard - Select Data Map

This page lets you choose whether you want the Import Data Wizard to automatically map the source files or you want to specify a data map to do the mappings.

The following data maps are provided with Microsoft Dynamics CRM:

Generic Data Maps

When to Use

Default

Use this map to let Import Data Wizard automatically map the files and columns. For automatic mapping to work:

The files names of the source files must exactly match with the display names of Microsoft Dynamics CRM record types.
The column headings in the source file must match exactly the display names of Microsoft Dynamics CRM fields.
The map identifies the matching Microsoft Dynamics CRM record type and fields by comparing the display names with the files you have uploaded for import and the column names. If Microsoft Dynamics CRM cannot map any file or column, the Import Data Wizard shows the mapping pages so you can manually map the unmapped files and columns.

Generic Map for Contact and Account

Use this map when your source file contains records for contact and account record types, and where Contact is the primary record type.

Data Maps for Specific Sources	When to Use
For Full Data Export	Use this map if your source data is exported from Salesforce.com by using the Full Data Export feature of Salesforce.com.
For Report Export	Use this map if your source data is exported from Salesforce.com using the Report Export feature of Salesforce.com.
For Contact and Account Report Export	Use this map when your source file contains both contact and account records from Salesforce.com and where Contact is the primary record type.
Microsoft Outlook Business Contact Manager 2010 Map	Use this map when your source files contain data that is obtained from Microsoft Outlook Business Contact Manager 2010.

Custom Maps

When to Use

Custom maps

Use a custom map when you want to import data from a source similar to one for which you previously have created a data map. Custom maps are customized data maps created to import data from a specific source.

When you use any data map and change the record type or field mapping, you can save the customized map settings as a new data map. These customized data maps are listed under Custom Maps.