Cloud contact management systems for Export

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hi viewers this is federal today we can discuss about how to export and import the case entity data into crm let's begin by defaultly in your case entity you have the data suppose you are going to import the external data into crm means you need to map the external data in your case entity for that we need to download the template from the crm so now login to crm and go to the case entity and choose the my active case and download the excel so now you can see here so once you downloaded the excel you can able to see your data so open the excel sheet you can see here by default you have the case title case number and the customer and the priority under owner status resolution and status station under rating so if you want this is a template in the template you need to map your external data for example so i am going to open one of the my external data so that data i need to map with case entity so you can see here this data is different so this having the contact name and the ticket id subject ticket owner and a priority and created time so now we are going to import this data into our crm so i am taking the three values and i will show you how to import the data into crm so if he does not having the column name in crm so you can skip it what are the column having in the crm that column value only you need to map the data if you don't have the any contact in the crm you need to create the contact so contact means here the customer customer entity having the contact open the name sheet and paste the value so this is the contact name this contact having in crm you need to verify the first so go to the contact and click the contact you can see here that contact name is does not listed here so we need to create the new contact once created the contact you can save under close so go to excel sheet and copy this contact and paste here same the k case title is here here is subject name the case number is so here the crm will support the case number number and a character so you can also mention your case number only the number to the blade 64 so here you need to choose the case priority low or normal or right so i'm going to choose the critical the case owner so i am choosing the my name this state is equal to active or resolve i'm going to resolve tube click the status reason as well problem resolved so the rating field you can leave it blank so we don't need to feed the data in the column so once the mapper the value into your template just to save the excel so you can import the data in crm using the different format it will support excel and comma separate value so i'm going to save this file as a csv format okay so now we are going to import this excel city never is indeed in crm so you can navigate to cases you can directly import your excel file here otherwise you can go to advanced settings in settings you need to go the data management the import now click the import data choose the file open the file and click next file contain the 2kb click the next automatic default mapping so we need to this is a source data file so we need to map our this record type here we are going to import the data in case entity so you need to choose the case entity so the mapping has been succeed so click next here some of the column is not my plane so we need to ignore this one click next so you can choose the owner of the record by defaulting by having the owner of the icon so click the next the input after you can able to see that your file in import section just refresh the page now we have uh imported the excel file so we can see here the error added is five error just to click the file and leave the log so here go to the failure section under here so the customer does not could not be resolved because the the customer cannot be able to find it in the crm back other record should be already existing this is a duplicate record so now we are going to close this one and again modify the our template so for example i am going to choose the customer customizability and you can delete the existing records so now we are going to import this in crm save and now you can delete this file now you can import again click the next we have submitted the view we are going to refresh our this is still the transforming so we need to wait the couple of minutes so now so we are going to check our sierra you can see here so we have successfully imported the data one record but still we have facing the one more error so we need to figure out that error the resolve the issues so go to the failure section the state code is involved in valid so by defaulting i have given the result state so case number dub to double a w2 is important successful but one case is not important so you can go to the status quo is the problem so we need to click this this status quo as a you resolved delete the first case so now we are going to import this record into crm so go to the import section again input the data record so we need to map the case number you can customer subject so otherwise we can import the field so now we have submitted the file just refresh so now you can see here the partial failure so now we are going to refresh the case you can see here there we have successfully imported the second record as well so like that you can able to import your data into crm thanks for watching