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Sample: Import data using complex data map

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This sample shows how to create new records by using data import. The sample uses a complex data map. You can download the sample from here.

Note

The source data for this sample is contained in the following file ImportComplexDataMap\import accounts.csv.

Note

This sample applies to both Dynamics 365 Customer Engagement (on-premises) and Dataverse.

How to run this sample

To obtain a local copy of all samples and build them, follow these steps:

  1. Download or clone the Samples repo so that you have a local copy.
  2. (Optional) Edit the dataverse/App.config file to define a connection string specifying the instance/organization you want to connect to.
  3. Open the sample solution in Visual Studio and press F5 to run the sample. After you specify a connection string in dataverse/App.config, any sample you run will use that connection information.

If you don't specify a connection string in dataverse/App.config file, a dialog opens each time you run the sample, and you'll need to enter information about which instance or org you want to connect to and which credentials you want to use. This dialog caches previous connections so that you can choose a previously used connection.

How this sample works

In order to simulate the scenario described above, the sample will do the following:

Setup

  1. Checks for the current version of the org.
  2. The ImportMap method creates an import map.
  3. The ColumnMapping method creates a column mapping for a text type field.
  4. The EntityReference method relates the column mapping with the data map.
  5. The LookUpMapping method creates a lookup mapping to the parent account.
  6. The ImportFile method creates a import file.
  7. The GetHeaderColumnsImportFileRequest method retrieves the header columns used in the import file.
  8. The ParseImportRequest method parses the import file.
  9. The RetrievedParsedDataImportFileRequest method retrieves the data from the parse table.
  10. The TransformImportRequest method transforms the import.

Clean up

Display an option to delete the records created in the Setup. The deletion is optional in case you want to examine the entities and data created by the sample. You can manually delete the records to achieve the same result.