Importing Data into MS CRM 3.0 from an excel spreadsheet

Posted on 2006-05-22
Medium Priority
Last Modified: 2013-11-24
I have an excel spread sheet with data in colums that are to be related to a form that i build in MS CRM 3.0. The data was entered into the excel spread sheet so the business could function while i customized crm 3. Is there a way i can import this data into the table the form attaches to. Simular to importing data into MS Access from excel

Question by:gloverco
1 Comment
LVL 25

Accepted Solution

dstanley9 earned 2000 total points
ID: 16743256
Are you wanting to import into multiple tables (e.g. Accounts and Contacts)?  If you're just importing into one table, easiest way is save the file as a CSV file and use "Tools-->Import" from CRM to map and import the data.  You can only do this for Accounts, Contacts, Leads, and Campaign Responses.

If you are importing to multiple tables or tables other than those listed above, you have three choices (in no particular order):

1) Create a custom .NET application and use the CRM web service to read your data and create new entities.  Unless you're very familiar with .NET, DataAccess, and Web Services, this is not the easiest solution.

2) Use Microsoft's Data Migration Framework.  This one still requires some manual uploading to a "Common Data Format" database, then running routines to migrate the into CRM.  If you're comfortable with importing data into SQL, this one is a good option (and it's free).  You can download it here: http://www.microsoft.com/downloads/details.aspx?FamilyID=3d36ac8e-b485-4f0c-9dec-c9bacbad1a73&DisplayLang=en

3) Use a commercial Data Migration tool.  Some that I've seen discussed are ImportManager (http://www.crmextensions.com/products.aspx?id=104) and Scribe Insight (http://www.scribesoft.com/Products/InsightForMSCRM.asp).  ImportManager is 900-1,700 Euros.  Insight is $495 for a one-time migration (you can re-activate it for $145) or about $5,000 for a perpetual license.  

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