Who's Bruno Willian

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I'm Bruno, I've been working as a Dynamics CRM consultant since 2012. This blog is intended to share acknowledgement not only about Dynamics, but also any technology we use to extend the platform.

Friday, February 26, 2016

Importing Products Step By Step

It is not that easy to import products and all the structure related to them.

Therefore I've made a as simple as possible step by step how to do that, including some tricks that can't be forgotten.


  1. Create Unit Group manually: It's not possible to import Group Unit, you will have to create it manually one by one.
  2. Import Unit records: We are not able to import Units using the Data Template, to do that we will have to follow the following steps.
    1. Download Unit Data Template.
    2. Add a new column to the exported file naming it as you want. e.g: Unit Group Name
    3. We will fill in the new column with the related Group Unit reference.
    4. Save the file as CSV and import it mapping the new added column to the Unit Group entity.
  3. Import Subject (Optional): The only way to import subjects is through CSV file.
  4. Import Products
  5. Import Discount List (Optional)
    1. Import Discounts - Just like we did on the second step but now adding a reference on the Discount CSV to Discount List
  6. Import Price List
  7. Import Price List Item

Hope it helps!