Open the right sidebar menu (click on 3 horizontal lines icon on the top right) and select ‘Manage Component Types’ Drag them to Blank Workspace (this creates a copy in the blank workspace) Select all ‘One workspace’ components in the left sidebar (you can perform the bulk selection by selecting the first item in the list, scrolling to the last item in the list, and shift + select the last item). Select ‘Blank Workspace’ from the options displayed. Creating a blank workspace: Click on the ‘Home’ Icon on the left and then on top right click on ‘create new’ and select ‘workspace’. In perspective (left sidebar), select any one component type (For eg: Application Component). Creating separate workspaces for all the component types Set source and target columns, and reference type. Settings for components : Set Identifier2 as Custom ID, ns3:type as type and ns1:name3 as component (name) and ns1:documentation as description.
Use dropdown options available at the header of each column import. Select components in the left sidebar and then create a new workspace called ‘One workspace.' We will upload everything in a single workspace and then create separate workspaces as per requirement. Browse and upload the Excel prepared in previous steps. Open your Sandbox/Ardoq account, Select Import and integrations from the left icon bar. Go back to the macro sheet, and similar to step I replace ‘ManageReferences’ with ‘RemoveRows’ĭelete worksheet ‘sheet1’ (manually), leaving only ‘Components’ and ‘References’ worksheets. The next step will ensure to delete such references. Note: This may contain references that do not correspond to any of the components. Go back to the Macro and replace ‘ManageComponents’ with ‘ManageReferences’ and run it.Ĭheck your excel sheet a new worksheet, ‘References’, should be created with all the ‘References’. This action will create a new worksheet, ‘Components’, and copy all components from sheet 1.Ĭheck your excel sheet Macro will create a new worksheet, ‘Components’ with all the components
EXCEL IMPORT XML FILE KEEP CODE CODE
Scroll down to the bottom of the code and append ‘ManageComponents’ to Call, and press Run Sub (Green Play ▶ button placed in the editor under the menu option). Type any name(of your choice for eg: main) and select createĬopy the macro code from the code (provided at the end of this article) and paste it into the text editor screen (replacing all text that already exists) Step 3: Making the Excel ready to import into Ardoq ImportRecordsImportResponse response = (ImportRecordsImportResponse)service.Iv. ImportRecordsImportRequest request = new ImportRecordsImportRequest() TransformImportResponse transResponse = (TransformImportResponse)service.Execute(transRequest) TransformImportRequest transRequest = new TransformImportRequest() ParseImportRequest parseRequest = new ParseImportRequest() ImportFile.EnableDuplicateDetection = true ImportFile.ProcessCode = new OptionSetValue(1)
ImportFile.ImportId = new EntityReference(Import.EntityLogicalName, importId) ImportFile.ImportMapId = new EntityReference(ImportMap.EntityLogicalName, importMapId) ImportFile.Source = Path.GetFileName("CustomEntityDataImport.xml") ImportFile.FileTypeCode = new OptionSetValue(1) ImportFile.Name = "CustomEntityDataImport" ImportFile importFile = new ImportFile() Var importEntityMap = (from imp in context.ImportEntityMappingSet Var importMap = (from imp in context.ImportMapSet XrmDataContext context = new XrmDataContext(service) Get the Guid of the DataMap by using the datamap name XmlDocument xmldoc = new Create the Import Load the xml spreasheet file from your local drive using XmlDocument class Public static void ImportToCRM(IOrganizationService service) Add the Autogenerated cs file in your solution by generating it using crmsvcutil in the sdk bin folder. I’m using early bound entities in my code to get the Guid of the DataMap. In my example im using XML Spreadsheet to import the data into CRM 2011.ġ) Open your excel file which you need to import into CRM and save as type XML Spreadsheet 2003 format.Ģ) Save your xml sheet in your local drive.ģ) Before importing the data into CRM, Create a DataMap so that you can use that DataMap Id to import the data.īelow is the code to import data in CRM 2011.
0 kommentar(er)
