Wednesday, 26 August 2015

Import Notes with Attachments in CRM 2011/2013/2015

Hi,

All of us have been importing notes and attachments using Scribe or SSIS or Some other tool but the below method uses out of the box import wizard to import all the attachments.

Please follow the steps closely:
  1. Create a abc.csv having the following columns: Title,Description,File Name,Document,Mime Type,Regarding.
  2. In the same spot where you saved the csv file, create a folder with name Attachments and copy all your attachments to this folder.
  3. Select the csv file and attachments folder, right click -> send to -> zip folder
  4. Click on the import data button on the tool bar and perform the usual steps for importing data by selecting the new zip folder (not the csv file or the folder with files)
Note:
  1. Only the files that are not restricted by CRM will be imported. You can check the file attachment restriction by going into system settings area.
  2. Make sure the name of the file in folder matches the file name column of csv file.
  3. Folder name must be Attachments otherwise CRM will not consider it.
Hope this helps.

--
Happy CRM'ing
Gopinath

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