Dynamics CRM自动导入CSV [英] Dynamics CRM Auto Import CSV

问题描述

我正在尝试寻找一种方法来自动将csv或xml文件作为新潜在客户导入MS Dynamics CRM。有谁知道如何进行此操作？

I'm trying to find a way to automatically import a csv or xml file into MS Dynamics CRM as a new Lead. Does anyone have any clue how to go about this?

想法是让某种CRM作业经常运行，以便在给定位置查找文件。如果找到文件，则将其记录作为CRM中的新Lead记录导入。

The idea would be for a CRM job of some sort to run every so often to look for a file at a given location. If a file is found, import it's records as new Lead records in CRM.

我们使用CRM 2013 Online。

We use CRM 2013 Online.

有想法吗？

Mg

推荐答案

对于CRM Online，也是一项新的Data Loader服务功能，它不需要任何代码，并且可以在平面文件和在线组织之间移动数据。不确定它是否仍在预览中（已于2015年10月发布）。您可以阅读此处。

For CRM Online, there's also a new Data Loader Service feature which requires no code and moves data between flat files and your online org. Not sure if it's still in preview or not (it was released in October of 2015). You can read about it here.

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