CSV/TXT Interface

Import, Update and Delete data in all standard and customized entities

CSV/TXT Interface CSV/TXT Interface

Import, Update and Delete data in all standard and customized entities

Initial Situation

Structured lists must be imported into the system- or into customized entities from Microsoft Dynamics CRM. Often, these are lists that contain attributes per dataset that must be filled in different, mutually connected entities. 

The standard functionality of Microsoft Dynamics CRM does not offer any help in this matter.

Benefits

The AddOn enables the simple import of lists of e.g. event participants, fair leads, scanned visiting cards, products, installations, etc., or the execution or fresh migration of the existing systems or lists to Microsoft Dynamics CRM.

Solution

Fill and update your CRM solution with the help of data from CSV-/TXT files, e.g., exported from an ERP system or a web application.

Import lists containing attributes simultaneously to several tables of Microsoft Dynamics CRM.

The import takes place once at the click of a button or is scheduled according to your volumes.

The AddOn supports one-time import, as well as, periodic import of individual files or even full directories containing CSV/TXT files having identical column structure.

Functionality

Thanks to the AddOn, data from lists in the CSV/TXT format can be imported to one or several interconnected system- or customized entities.

Thus, for instance, simultaneous import of companies and contacts (company- and contact information is available in the same line of the list) is possible, or the import of companies with campaign reactions.

For columns having headers identical to the CRM attributes, assignment takes place automatically. The assignment of columns to attributes can flexibly be defined via GUI.

Datasets that do not yet exist in the CRM system are created afresh, already existing datasets are updated.

Functionality requirements

The installation of the “BatchTaskService” as well as a related “.ext-file” are necessary in order to achieve the full functionality. Please contact us for any assistance.

Data source
CSV files or formatted TXT files serve as data sources.

Several adapters can be created with specific definitions.

One differentiates between file adapters for reading a file with a defined name, and folder adapters for reading all CSV/TXT files of a defined folder.

A few sample files of both types are available here:

Structure of data source(s)

First columnName of the destination entity of the CRM system (English denotation according to Microsoft Dynamics CRM SDK
Second columnAction that the interface must perform with reference to this dataset:
Possible values
C =creation or updating
U =update existing data
I =deactivate
A =activate
D =delete
Third columnKey attribute that characterizes a dataset uniquely (ideally a unique number, e.g., customer number). If a dataset with already existing identical key attribute is imported, it is updated.
Remaining columnsThe actual values to be imported are located here. The column headers must correspond to the English attribute name of the destination attribute of the CRM system.

Using several adapters

You can create additional adapters for different data sources having different structures and destination entities independently.

-> There is no limit on the number of adapters.
-> The scheduling of the execution is valid for all adapters.


Data imports from one data source to several entities

If data is to be imported from one data source or one or more CSV-/TXT files having identical data structure to the CRM system, there are two possible approaches (explained in the example of companies and contacts):

  1. Mix lines containing company data and lines with contact data in the same CSV/TXT file. At this, company and contact data must be located in separate columns, except if the attribute name is the same for companies and contacts. Set key attribute for reference to associated company in the contact lines.
  2. Configuration of a company and contact adapter with separate definitions and separate CSV/TXT files.

AddOn Settings

Notice

With the demoversion you can import only 20 records.

Additional Information

No documents available

Always the adapted AddOn version!

The Software Assurance ensures smooth and trouble free running of the AddOns. Profit from always up-to-date technology updates, like new versions of Microsoft Dynamics 365, functional updates and patches.

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Prices

AddOn CsvTxtInterface
Server license < 51 User 1900 CHF
Server license < 101 User 2850 CHF
Server license < 201 User 3800 CHF
ERP Integration Platform Adapter CSV/TXT
Server license < 51 User 2200 CHF
Server license < 101 User 3300 CHF

Annual Software Assurance is 18% of the license price

In case your CRM has a higher amount of users or you would like to receive an individual offer, please contact us directly.

Releases
Version 5.1.0
Date of publication 30.01.2013
Language * DE / EN

* Additional languages can be provided on request