Friday, July 13, 2012

MS CRM 2011: N to N Import/Export WebResource

I'm glad to announce that I have finished my Import/Export N to N relationships tool for CRM 2011.

To use it all you have to do is to download solution, install it and try:

Using this tool you have possibility to export N to N relationships to text file using Id's or selected fields and import it back using Id's or fields for records lookup.
Comments and suggestions are welcomed.

UPD: In case you are getting error like 'Issues on line 1: Line has 1 instead of 2' the possible issue is in encoding of your source file. Save your CSV using Unicode encoding and repeat your attempt. I have already fixed the code to work with any encoding but unfortunately I'm too busy at the moment to fix and publish the whole solution again.

36 comments:

  1. Hi Andrii,

    Really nice tool!

    Thanks for sharing!

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  2. Hi Andrii,

    its awsome, thanks for sharing

    ReplyDelete
  3. Replies
    1. Welcome. And I had no chance but - welcome to our tight CRM MVP Family!

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    2. See you the next Summit. This is the event to be visited!

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  4. Not working, it gives an error...

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    Replies
    1. Can you please provide screenshot, action you are trying to perform (import or export) and sample data in case of import?

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  5. Hi Andri,

    I am evaluating this tool.
    I am using IDs to import some relationships and getting the following error.
    'Issues on line 1: Line has 1 instead of 2'
    What does this mean.?
    here is the test file content.

    052e48fe-f8c3-e111-8d72-005056b274bf;accc8680-efef-e111-8d72-005056b274bf
    052e48fe-f8c3-e111-8d72-005056b274bf;f0f4a7a3-efef-e111-8d72-005056b274bf

    Thanks

    ReplyDelete
    Replies
    1. Hello,
      'Issues on line 1: Line has 1 instead of 2'
      should be read as
      'Issues on line 1: Line has 1 item instead of 2 items'

      Pretty strange. Could you please email me the file you are trying to import? a33ik [at] bigmir [dot] net

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    2. Hi Andrii,

      Thank you for your tool, the export functionality works really well. I do however get the same message as the other people when trying to import (in my case based on 2 fields). Is there a general rule we should follow that I'm missing?

      Thanks!

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    3. Can you please send source file to email a33ik [at] bigmir [dot] net?

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  6. Hi all
    this is a great tool
    I've encountered the same problem as balendrant - 'Issues on line 1: Line has 1 instead of 2'
    any solution to that?

    ReplyDelete
    Replies
    1. Can you please provide sample of line that is present in file you are trying to import?

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  7. Hi,

    I did import the solution but I cannot choose any Entity prior to importation. The dropdown is empty.

    I'd like to see your tool working cuz I think it may help us a lot.

    Ty

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    Replies
    1. Hello,
      Do you have a lot of customizations?
      In case yes - it could take a time while all metadata would be loaded.
      I have rechecked tool and everything works fine for me.

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    2. Hi Andrii,

      It is a CRM Online Demo with ADX Studio Portal in lab. The online solution seems slow sometime so you maybe right about time to be loaded.

      Thanks for fast reply, I will update in a few hours.

      Delete
    3. Hi Andrii,

      Field are still blank. Here's my email francois.dionne@gus.ca. I can provide you a user on my CRM if you want to see what is going on and learn in the meantime.

      Thanks in advance.

      Delete
  8. I wonder if the import/export can be ported to a windows form. Then it'll make debugging easier.

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  9. Actually, now that i've read a little bit of the codes and if i understand correctly, this does not do the data import/exporting, but only the association of the two entities records? So you still have to do the importing of the two entities first and then run this tool to link the two N:N entities up.

    Don't get me wrong, but this is THE gap in terms of the out of the box data importing capability done by microsoft.

    ReplyDelete
    Replies
    1. Yes, you are right. My extension create link between 2 entities that already have n-n relationship.
      In CRM 2011 we have got good import oob functionality so I believe there is no need to write the same functionality from the start. So I decided to create this webresource.

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  10. I keep getting the same error reported above: 'Issues on line 1: Line has 1 instead of 2'

    My file has 2 columns - the first contains the guid (Account ID) and the other contains a GUID for another custom entity that has a many to many relationship. Guids exist in both entities, and all i want to do is match them up.

    Did anyone get a solution to this error?

    ReplyDelete
    Replies
    1. I got a hold of Andrii and the solution is to save the file as Unicode instead of ANSI. This tool imported the relationships so quickly. It's fantastic!

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  11. This comment has been removed by the author.

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  12. Tested and works great in small amounts, but it keeps on crashing even with a file of the size of 600 KB. And I have calculated that I have about 12 MB of data that I would Love to bring in this way. Any thoughts

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    Replies
    1. Hello Rod,

      What kind of error do you get?

      Kind regards,
      Andrii.

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    2. Hi Andrii,
      Ive got the same problem with bigger imports. Internet Explorer just closes itself after a minute or so - without an error. But the Outlook Plugin is more responsive. Its a System out of memory error.
      When you start watching the used memory of IE you can see it swells until 1,5GB resides there for a while a then crashes (at least thats what it does on my system).
      In the meanwhile it manages to import a part of the data already. I did a few tests and it varied between 260 and 3000, I have no clue why the values are so far from each other.
      At the moment I try to import around 16000 relations. Would be awesome if you could improve your tool!
      Cheers,
      Matti

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  13. Hi Andrii. Thanks a lot for your very usefull tool ! Import/export functions work fine for me :)

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  14. Hi Andrii,

    I just started working with Dynamics CRM and have already found a need for your tool. However, it doesn't seem to be doing what I expected for Import. It does not give me any error messages. My test file has three lines each with a different, existing Team Name followed by my Full Name. I expected to see those teams showing up under my user entity but nothing has changed. Can you help me step through the procedure? Thanks, Patty

    ReplyDelete
    Replies
    1. Hello,
      Unfortunately it is impossible to add users to team using my tool - to add it other message should be used.

      Delete
  15. Hello Andrii,

    thanks for the tool but an error happens when i click on export, the i create my own csv file and try to import it it shows: "Issues on line 1 - line has 1 instead of 2"... here is what is inside my csv file:

    D6DAFB8C-6191-E211-A0DB-0050569F5314,3D4F90A3-6191-E211-A0DB-0050569F5314
    D6DAFB8C-6191-E211-A0DB-0050569F5314,A2A1D8FC-2399-E211-BF61-0050569F5314
    C73D6D96-6191-E211-A0DB-0050569F5314,3D4F90A3-6191-E211-A0DB-0050569F5314
    3D4F90A3-6191-E211-A0DB-0050569F5314,A2A1D8FC-2399-E211-BF61-0050569F5314

    Please advise..

    ReplyDelete