Hi,

Does somebody have experience in importing data from excel sheets into MS CRM?

Which is the best way and tools to import data from excel sheets? Like for
example to have data in excel sheets which should be suited to a contact in
his history and this you want to do every week. There is the Data Migration
Framework and the SDK. Is maybe somebody doing something similar and can
somebody suggest something or have you programmed something on your own for
this?

Thank a lot

Hi,
we did our data migration with Excel + Data Migration Framework.
It was a bit of VBA-Programming but if you have the base functions it works well and can be adjusted to a variety of different needs.
If you want to import entities regularly, I wouldn't recommend the DMF. DMF is good for one-time importing of a large number of objects. In your case, maybe Excel-Macros + CRM SDK or a custom application is the best choice.

Regards,

Michael Schick - Dipl. Inform.
MCSD, MCSD.Net
Certified Professional CRM 1.2 (Inst&Config + Customization)

CAIRO AG, Germany
Michael.SchickATCairoConsult.de


Vin wrote:

Why do you need to do the import every week?

The initial customer data import can most easily be done by converting the
Excel spreadsheet to .csv format, and then importing it,a sLeads, and
converting the leads. The alternative is to do two imports, the first to
bring in the companies (as accounts), and the second to bring in the
contacts, which have to be linked to the accounts.

However, to bring in information linked to either the accounts or the
contacts will require either or both of the SDK and the DMF.

HTTH

Gill
www.opsis.com.au

"Vin" wrote:

Hi,

Because for example like we export Data from MS CRM, then you make some
changes in Excel and that you want to get in the history of each contact.
Other thing there are Excel sheets with information from different contacts
and each information should be suited in the history of a contact.

Thank you
Vin



"Gill" wrote:

Why don't you do a one-time import and then do all the ongoing maintenance
using MS CRM?

"Vin" wrote:

if you have a lot of changes which cannot be made by users in crm then you
have to look at building a solution or hiring a company to build it for you.
There is no automated export from excel to crm beyond using csv files. These
csv files do not know that you may have already performed a similar update
already as crm does not check for duplicate data. In your case you may want
to build some code that gets all data needed into another system such as
database or file format then have another piece of code do the update.

you may want to look at tools like scribe migrate from scribesoft to see if
they can help

--
John O'Donnell
Microsoft CRM MVP
http://www.mscrmfaq.us


"Vin" <Vin@discussions.microsoft.com> wrote in message
news:CA37AEFB-A90F-483B-AF62-3A83F953DB8A@microsoft.com...

Thank you all,

but is there maybe an easy workaround so all data you export from Excel will
go directly in the history of the contact without doing much with SDK and an
Excel Makro? Are there any simple solutions?

Thank you



"John O'Donnell" wrote:

One option to investigate is scribesoft and scribe migrate. If you were
importing contacts or leads then these could be imported using the built in
import tools. Anything else requires another tool. I have plenty of source
code for importing from excel to crm but you would need to be a developer to
understand it or modify it to your unique needs.

as mentioned earlier without access to developers your best bet is the
scribesoft tools

--
John O'Donnell
Microsoft CRM MVP
http://www.mscrmfaq.us


"Vin" <Vin@discussions.microsoft.com> wrote in message
news:8DA30D13-CD2E-4A31-B580-9D50E4C3B565@microsoft.com...

Hi John,

Thank you, I think we have to develop something on our own. Could you send
us your source code it will help us a lot. So we could find fast a solution
to our problem with our .net developers.

Thank you
Vin


"John O'Donnell" wrote:

Could you please send me a copy of the scripts?

Thanks a lot.

"John O'Donnell" wrote: