Sample: Export and import a data map

This sample shows how to create an import map (data map) in Microsoft Dataverse, export it as an XML formatted data, import modified mappings, and create a new import map for Dataverse based on the imported mappings.

How to run this sample

  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 Microsoft Dataverse instance 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 do not specify a connection string in dataverse/App.config file, a dialog will open each time you run the sample and you will need to enter information about which Dataverse instance you want to connect to and which credentials you want to use. This dialog will cache previous connections so that you can choose a previously used connection.

Those samples in this repo that require a connection to a Dataverse instance to run will include a linked reference to the dataverse/App.config file.

What this sample does

See the text description in the Setup section as the program's primary functionality is performed during setup.

How this sample works

In order to simulate the scenario described in What this sample does, the sample will do the following:


  1. Checks for the current version of the org.
  2. The CreateImportMapping method creates the import mapping record.
  3. The RetrieveMappingXML method exports the mapping (Xml) that is created.
  4. The ChangeMappingName method parses the Xml to change the name column.
  5. The ImportMappingsByXml method creates a mapping from the (previously exported) Xml.

Clean up

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

See Also

Import data
Prepare source files for import
Create data maps for import
Add transformation mappings for import
Configure data import
Run data import
Data import tables
Sample: Import data using complex data map