Microsoft C360 User Manual

_____________________________________  c360 Import Manager User Guide Microsoft Dynamics CRM 4.0 compatible  __________________________

10. Edit web.config. You need to edit the web.config file found in the root of the ImportManaegr 2008 installation (usually C:\Program Files\CRM Ex

12. File Download - Security Warning. When asked what to do with the ImportManagerClientSetup.msi file, choose “Run”. Alternatively you can Downl

14. Welcome. At the welcome screen simply click “Next”. 15. Select Installation Folder. We recommend that you keep the default destination fo

16. Confirm. Now the installer has gathered all the necessary information to install the Import Manager 2008 Client. Simply click “Next”. 17.

18. Complete. The installation has been completed. Click “Close”. 19. Locate login information. In the browser you opened in section 10 to the

20. Start ImportManager 2008. To start ImportManager 2008 click the “Start” button, select “All Programs” and then “CRM Extensions” followed by th

22. Starting up/connecting. Everything will be greyed out for a spell and unless something went wrong you will be logged into ImportManager 2008 a

License <Under Construction> Creating a Server ImportManager 2008 uses a client-server architecture and therefore the first thing you need to

3. Connection Information. Enter the CRM server URL, as well as administrative credentials for this CRM server (Username, Password and Domain nam

5. Finished. ImportManager 2008 recaps the choices you've made for the new server and if you're satisfied, click "Create" and

 Table of Contents Introduction ...

2. User Details. Fill in the necessary information for the new user as illustrated in the screen below.  

3. Save User. The user is created, but as seen in the screen below, the user still isn't associated with a server. 4. Associating Server.

5. User Associated. When clicking "Users" in the bottom left corner and then selecting the new user, it is now possible to sethat the u

6. Log In. Close down ImportManager 2008 and start it up again. This time try to log in with your newly created user account. 7. Check. As s

Simple Import The Simple Import guides covers a simple bare bones import when using either a text file or a SQL (ODBC) data source. Text Source

2. Browse to the file. In the browser that pops up, browse to the location of your data file and select it. Remember that the file should be in t

3. New Data Source. Right click "Data Source" and select "New". 4. Data Source. Give the Data Source a name and select t

5. Text File Settings. Make sure that the settings for the chosen file are correct. You can select a file under the file name drop down menu, se

6. Done. The Data Source has now been created. If you select it in the tree, by expanding "Data Sources" and sthe particular data source

8. Overview. Give the new package a name and a small description. Select the amount of information you wish to log during an import by checking the

  Introduction ImportManager 2008 is a powerful tool that allows mass manipulation of data inside Microsoft Dynamics CRM, with unprecedented

If there are more than one Data Source in the list, the selected Data Source will be blue as opposed to white.  

Setup Import Rule: 10. Import Rules. Create an Import Rule for our package. Give the rule a name and select an entity type to import into. Final

11. Overview. A pop up window will provide you with some basic information about the Contact, with default actions, which you can change to suit

12. Matching. It's possible to change settings for the Data Source here, as well as create Dynamic Fields, but for this simple import we wil

13. Add Filter. Right click "Criteria" and select "And".  

14. Add Conditions. Right click the newly created filter and select "Add Condition...".  

Select an "Attribute", a "Condition" and a "Datasource" to match and click "OK". For our example we used the

You've now created a match criterion that states: if first name and last name match the record, there is match. 15. Field Mapping. In the fie

It is now a simple task to drag the fields on the right to their corresponding field on the left to create fieldmappings like seen in the screen belo

16. Run Import. Click the "Run" tab in the top followed by the "Save & Run" button and the following screen will be visibl

Installation and Setup The installation guide comes in two versions, a short version that simply describes the three overall steps you need to go t

After a while you should get something along the lines of the screen below. If the imports are a little slow to start, it is usually because IM2008

17. Done. Once the import is done and you've closed down the window you can see the jobs under a particular pathe package as seen in the scree

ODBC Source Follow the guide in this chapter step by step if you want to setup a simple import from a text file. This guide will not cover dynam

2. Data Source Selection.  Select ODBC Datasource from the list, give your source a name and click "Create".

3. ODBC Settings. You need to give ImportManager 2008 a connection string to the ODBC Source to which you want to connect. In our example we wish t

To finish, simply click "OK". You can find alternative connection strings to suit your setup on the following homepage: www.connectionstring

Setup Import Rule: 6. Create Rule. Click Import Rules in the top menu and give your new rule a name. Select the data source created earlier and a

Click "Add". 7. Rule Overview. The Import Rule window will pop up. Here you may change actions though the default actions are fine for

8. Matching. Click the Matching tab to see the matching window. Right click "Criteria" and select "And". Right click the new

9. Field Mappings. Click the "Mapping" icon in the top menu to see the "Field Mappings" window. In the left column you will

Finally, if you want to be able to import more than 10 lines at a time, make sure you have a license and refer to the final chapter in this section on

10. Save & Run. Click the "Run" tab and then "Save & Run" to save and run your rule.  

11. Finished. Once the import is done and you've closed down the window you can see the jobs under a particular paselecting the package as

FAQ and Common Errors In this chapter you will find a mixture of frequently asked questions and common errors. These have been divided into sub

2. Unable to connect to remote server. This error message will likely pop up when the wrong port number is provided during login. 3. The remot

established. This happens when you omit 5544 from http://localhost:5544/ 5. Error 27502. This error window will be encountered, when the SQL Datab

 Your index page goes here... In MS-Word, select INDEX AND CONTENTS from the INSERT menu. Select INDEX and click OK.

2. Warning. As ImportManager 2008 needs a SQL installation, you need to make sure one is present on your system. In most cases some sort of SQL in

4. End-User License Agreement. Read the EULA by scrolling down. After reading and agreeing to the EULA, click the “I accept the terms in the licen

6. Database Server. You now need to choose a database server for ImportManager 2008 to use. This server must be created prior to the installation

The installation is now ready to run, as all the necessary information has been gathered. Click “Install”. 8. Installing. Simply wait while the ins