See below screenshots and video to guide you along importing data into your CRM. You will need to have your data in a spreadsheet (must be Comma Separated Values File).
If your header fields don't match exactly don't worry you can still easily map them as you'll see in the video.
1. XML Spreadsheet 2003 (.xml) – The data file can be in Microsoft Excel format stored as an XML file. You can open the XML spreadsheets with Microsoft Excel. You can also download the pre-created XML Spreadsheet 2003 templates for any record type of Microsoft CRM for doing easy Import with auto mapping. More details on this will be coming in shortly in a separate blog post. So stay tuned!
2. Comma-separated values (.csv) – This is Comma-delimited format file. You can have different field (comma, colon, semicolon, tab) and data delimiters (quotation, single quotation) in this kind of source file.
3. Text (.txt) – This is delimited text format with columns separated by commas, tabs, semicolons, or other characters.
4. Compressed files (.zip) –If you want to Import multiple files in one Import session, you can .zip them together. A .zip file can include files of .csv, .xml, or .txt file types. All files in a single compressed file must be of the same file type.
The .zip file must confirm to one of these folder structure:
- .zip file having the files and optional attachment folder directly in it:-
- Attachments (Folder)
- .zip having a folder which in turn is having the files and optional attachments folder in it:-
- Attachments (Folder)
Note: By default, the maximum size of the files you can import is 8 megabytes (MB). This means:
- Any .csv, .txt, or .xml file must not exceed 8 MB.
- Any individual file inside the .zip file must not exceed 8 MB and the total size of the .zip file, including the Attachment folder, must not exceed 32 MB.
You can choose any of the above file formats and give it as an input to the Import Data wizard. The delimited .txt, .csv, or XML Spreadsheet 2003 format files can be easily created by using Microsoft Office Excel:
1. If your file uses only ASCII characters, save the file as a comma-delimited values (.csv) file:
- In Excel, click Save As, and select CSV (Comma delimited (*.csv).
2. If your file uses non-ASCII characters, save the file as a Unicode or UTF-8 text (.txt) file:
- In Excel, click Save As, and select Unicode text (*.txt).
The first row in the source file should contain column headings
A source file may contain data for one entity type or multiple entity types, such as accounts and contacts
The data source files that you use in an import must be formatted as comma-separated values (.csv), XML Spreadsheet 2003 (.xml), or text files
- Go to Candidates tab in sitemap
- Click the three dots for More Commands
- Click Import Data