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Use FetchXML query to filter records

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This article discusses how to download the FetchXL query and edit it in the Configuration Management tool.

Generate FetchXML query

  1. Use the ADVANCED FIND menu to create a personal view. More information: Create, edit, or save a view using legacy advanced find

  2. Select one or multiple records of the entity to export. More information: Share a personal view.

  3. Select Download FetchXML.

  4. Edit the XML as follows:

    1. Remove "output-format=xml-platform".

    2. Remove all attribute elements.

    3. Remove the order attribute element.

  5. Save and close.

Edit the FetchXML query in the Configuration Management tool

  1. Open the Configuration Migration tool and in the Tools menu, select Configure Import Settings.

  2. Select Edit FetchXML.

    Screenshot of the Edit FetchXML button.

  3. Enter your FetchXML query in the text box, and select OK.

Next steps

Migrate configuration data for records

See also

Create a schema to export configuration data
Overview of data migration for records
Verify migration of records
Troubleshoot migration of records
Migrate configuration data for live chat
Migrate configuration data for voice channel