Monday, January 16, 2012

Importing Leads into AX 2009

Hi,
   Today we have a discussion of the Procedure to Import Leads into AX 2009 from a XML File :


1.    Basic >Setup > Import > Documents
  • In Documents form:  Name, CRMContacts; Description, CRM Contacts Document Class; Document Class, AxdSysImportLeads.
  • Click “Validate”, close Documents Form

2.    Basic > Setup > Import > Transformations
  • In Transformations form: Name, XmlToContacts; Document Class, CRMContacts;
  • Click “Load”
  • Select file “SysImport.Leads.xsl" from "C:\Program Files\Microsoft Dynamics AX\50\Application\Share\Include" folder.
  • Click “Validate”
  • General Tab, verify that type of transformation is “XSLT”

3.    Basic > Setup >Import > Formats
  • In Formats form:  Name, XmlFormat; Description, Process Xml Files; Extensions, *.xml; Document Class, CRMContacts; Active (checked)
  • Save, then click “Transformations”
  • On the Format transformations form:  Transformation:  XmlToContacts, close the form
  • On the Formats form, click “Validate”
  • The Import form will appear; select the file “Leads.xml”; click OK

Now you can start and complete the import process.  CRM >Periodic > Import > Leads


Note :
       Format of Leads.xml must be as displayed below :

<Leads xmlns="http://schemas.microsoft.com/dynamics/2006/02/documents/SysImportLeads">
  <Lead>
    <LeadID>9999</LeadID>
    <Memo>Fair customer</Memo>
    <Subject>Intersted in our products</Subject>
    <Name>Kuldeep Singh</Name>
    <Address>
      <Name>Work</Name>
      <City>New York</City>
      <CountryRegionId>US</CountryRegionId>
      <County>LOUDOUN</County>
      <Email>help4mcts@gmail.com</Email>
      <Phone>(123) 456-7</Phone>
      <PhoneLocal>09811480042</PhoneLocal>
      <State>VA</State>
      <Street>NE 1st Street</Street>
      <URL>http://blogs.gtechlearn.com</URL>
      <ZipCode>00346</ZipCode>
    </Address>
    <Address>
      <Name>Home</Name>
      <City>Somewhere else</City>
      <CountryRegionId>US</CountryRegionId>
      <County>LOUDOUN</County>
      <Email>Kuldeepsingh_godara@yahoo.co.in</Email>
      <Phone>(123) 765-4</Phone>
      <PhoneLocal>0</PhoneLocal>
      <State>VA</State>
      <Street>666 N 2nd Street</Street>
      <URL>http://dynamicspost.blogspot.com</URL>
      <ZipCode>00346</ZipCode>
    </Address>
    <ContactInfo>
      <CommunicationTypeId>Email</CommunicationTypeId>
      <Email>help4mcts@gmail.com</Email>
    </ContactInfo>
    <ContactInfo>
      <CommunicationTypeId>PrimaryPhone</CommunicationTypeId>
      <Phone>(123) 456-1</Phone>
    </ContactInfo>
  </Lead>
 </Leads>

Enjoy DAX!!! 

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