Add transformation mappings for import
Applies To: Dynamics CRM 2013
Use transformation mapping to modify data before importing it. For example, split a full name that is contained in the source file into a first name and a last name to match the target attributes for an entity.
To implement transformation mapping, use the transformation mapping (TransformationMapping) entity and transformation parameter mapping (TransformationParameterMapping) entity.
The transformed data must be compatible with the Microsoft Dynamics CRM entity attribute types.
The transformation type is described by the TransformationMapping.TransformationTypeName property. The valid values for this property are listed in the following table:
Field |
Value |
|---|---|
AddToCurrentDate |
"Microsoft.Crm.Transformations.AddToCurrentDate" |
AddToDate |
"Microsoft.Crm.Transformations.AddToDate" |
AdvancedAddToCurrentDate |
"Microsoft.Crm.Transformations.AdvancedAddToCurrentDate" |
AssignValue |
"Microsoft.Crm.Transformations.AssignValue" |
Concatenate |
"Microsoft.Crm.Transformations.Concatenate" |
Replace |
"Microsoft.Crm.Transformations.Replace" |
Split |
"Microsoft.Crm.Transformations.Split" |
Substring |
"Microsoft.Crm.Transformations.Substring" |
The following sections describe the available transformations.
In This Topic
Concatenation
Split
Substring
Replace
Assign value
Add to date
Adjust current date and set time
Advanced add to current date
Concatenation
Concatenates strings and separates them with a delimiter.
Input Parameters |
Description |
|---|---|
Prefix |
String that is used as a prefix in the concatenated string. |
Suffix |
String that is used as a suffix in the concatenated string. |
Delimiter |
One character or combination of characters that separate substrings inside the concatenated string. The delimiter is not used between the prefix and the substring or between the suffix and the substring. Do not use the backspace (\b), newline (\n), and return (\r) characters as a delimiter. |
<Variable> |
Array of variable length that contains substrings. |
Output Parameters |
Description |
|---|---|
String |
Concatenated string. |
Split
Separates a string that includes a delimiter into substrings. There can be up to ten substrings.
Input Parameters |
Description |
|---|---|
Input String |
String that contains one or more substrings that is separated with delimiters. |
Delimiter |
One character or combination of characters that separate substrings inside the string. Do not use the backspace (\b), newline (\n), and return (\r) characters or empty strings as a delimiter. |
Output Parameters |
Description |
|---|---|
Variable |
Substrings 1 through maximum of 10. |
For example, if the input string contains eleven substrings, the output contains ten substrings as shown in the following example:
Input string: a;b;c;d;e;f;g;h;i;j;k
Output:
a
b
c
d
e
f
g
h
i
j;k
Substring
Returns a substring of a specified length, starting at a specified point in the string.
Input Parameters |
Description |
|---|---|
Input String |
String that contains a substring. |
Start Index |
Starting position of the substring. |
Length |
Length of the substring. If the length is null, returns a complete string from the start index. |
Output Parameters |
Description |
|---|---|
Substring |
Returned substring. |
Replace
Replaces all occurrences of a specified string with another specified string.
Input Parameters |
Description |
|---|---|
Input String |
String that contains a search string. |
Search String |
Search string. Do not use the backspace (\b), newline (\n), and return (\r) characters as a search string. |
Replace String |
Replacement string. Use an empty string to remove a search string. Do not use the backspace (\b), newline (\n), and return (\r) characters as a replacement string. |
Output Parameters |
Description |
|---|---|
Value |
Replacement value (same as assigned value). |
Assign value
Replaces all values with a specified value.
Input Parameters |
Description |
|---|---|
Value |
Value that you want to assign. |
Output Parameters |
Description |
|---|---|
Value |
Replacement value (same as assigned value). |
Note
Date transformations can only be used for correctly formatted dates. For information about how to format dates, see Microsoft Dynamics CRM Help.
Add to date
Adds a specified number of days, months, and years to a date.
Input Parameters |
Description |
|---|---|
Date |
Date string that is to be modified. |
Year Offset |
Positive or negative value that is added to the year component of an input date. |
Month Offset |
Positive or negative value that is added to the month component of an input date. |
Day Offset |
Positive or negative value that is added to the day component of an input date. |
Output Parameters |
Description |
|---|---|
New Date |
New data string that contains day, month, and year added in this order. |
Adjust current date and set time
Adds a specified number of days, months, and years to the current date and sets the specified time. The offsets can only be integer numbers.
Input Parameters |
Description |
|---|---|
Year Offset |
Positive or negative value that is added to the year component of a current date. |
Month Offset |
Positive or negative value that is added to the month component of a current date. |
Day Offset |
Positive or negative value that is added to the day component of a current date. |
Hours |
Value that is used to set the hours component of a current date. |
Minutes |
Value that is used to set the minutes component of a current date. |
Seconds |
Value that is used to set the seconds component of a current date. |
Day of Week |
Day of the week that can be Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, or Sunday. The days of the week are represented by whole numbers, starting with decimal 1 for Monday. The values for days of the week are contained in the DayOfWeek enumeration. For more information about this enumeration, see the MSDN topic, DayOfWeekEnumeration. |
Output Parameters |
Description |
|---|---|
New Date |
New data string that contains day, month, and year added in this order. |
Advanced add to current date
Adds a specified number of days, months, and years to the current date. You can specify whether offsets are relative to the current date or absolute values. The offsets can only be integer numbers.
For example, if you use an absolute value of 3 for a month offset, the newly calculated month is March. If you set a relative to current date month offset to 3, and the current month is April, the newly calculated month is July.
Input Parameters |
Description |
|---|---|
Year Offset |
Positive or negative value that is added to the year component of a current date or absolute year. |
Year Offset Mode |
Specify whether the offset is relative to the current date or absolute value by using the TransformationParameterMapping.Data attribute. If you are using early bound types, you can use the TransformationOffsetMode enumeration to specify relative or absolute offset. For a list of the DataTypeCode values, see the picklist values for this entity. To view the entity metadata for your organization, install the Metadata Browser solution described in Browse the metadata for your organization. You can also view the metadata for an uncustomized organization in the Excel file called EntityMetadata.xlsx included in the top-level folder of the SDK download. |
Month Offset |
Positive or negative value that is added to the month component of a current date or absolute month. |
Month Offset Mode |
Specify whether the offset is relative to the current date or absolute value by using the TransformationParameterMapping.Data attribute. If you are using early bound types, you can use the TransformationOffsetMode enumeration to specify relative or absolute offset. For a list of the DataTypeCode values, see the picklist values for this entity. |
Day Offset |
Positive or negative value that is added to the day component of a current date or absolute day. |
Day Offset Mode |
Specify whether the offset is relative to the current date or absolute value by using the TransformationParameterMapping.Data attribute. If you are using early bound types, you can use the TransformationOffsetMode enumeration to specify relative or absolute offset. For a list of the DataTypeCode values, see the picklist values for this entity. |
Hours |
Value that sets the hours component of a current date. |
Minutes |
Value that sets the minutes component of a current date. |
Seconds |
Value that sets the seconds component of a current date. |
Output Parameters |
Description |
|---|---|
New Date |
New data string that contains day, month, and year, added in this order. First, the relative components are added, and then the absolute values are used to form a date. |
See Also
Import data
Create data maps for import
Configure data import