Importing Contacts and Leads into AX2009

By in AX - CRM - Sales & Marketing, Dynamics AX on Thursday, August 27th, 2009

AX 2009 includes SysImport functionality which can be used to import leads and contacts.  Using this usually requires some development in Microsoft Visual Studio, but Microsoft has made available the files necessary to get this going without development.  The files are available here: CRMImports.zip

Here’s the process:
1.    Basic >Setup > Import > Documents

  • In Documents form:  Name, CRMContacts; Description, CRM Contacts Document Class; Document Class, AxdSysImportContactPersons.
  • Click “Validate”, close Documents Form

2.    Basic > Setup > Import > Transformations

  • In Transformations form: Name, XmlToContacts; Document Class, CRMContacts;
  • Click “Load”
  • Select file “SysImport.ContactPersons.xsl
  • 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 “Contacts.xml”; click OK

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

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One Response to “Importing Contacts and Leads into AX2009”

  1. Anisha says:
    February 24, 2010 at 4:37 am

    Hi,

    How do I get the Business Relation table populated with relations of the type customer?

    There used to a sync function in V4 but I see its removed in AX2009

    Reply

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