Importing Attachments using CRM 2011 Import Wizard

All of us have been importing notes and attachments using Scribe or SSIS but this method uses out of the box import wizard to import all the attachments. Please follow the steps closely:

1. Create an annotation.csv having the following columns: Title,Description,File Name,Document,Mime Type,Regarding

2. In the same spot where you saved the csv file, create a folder and copy all your attachments to this folder

3. Select the csv file and attachments folder, right click -> send to -> zip folder

4. Click on the import data button on the tool bar and perform the usual steps for importing data by selecting the new zip folder (not the csv file or the folder with files)

Notes:

  1. Only the files that are not restricted by CRM will be imported. You can check the file attachment restriction by going into system settings area.
  2. Make sure the name of the file in folder matches the file name column of csv file

One thought on “Importing Attachments using CRM 2011 Import Wizard

Add yours

  1. wonderful post, very informative. I wonder why the other specialists of this sector don’t notice this. You should continue your writing. I am confident, you’ve a great readers’ base already!

Leave a comment

Create a website or blog at WordPress.com

Up ↑