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!!!