Access Team Import tool

This tool is a plugin embedded in XrmToolBox. It imports access team members from a CVS file.

In order to work, the CVS file needs to be a specific format. Each line represent a record with users that needs to be associated to the record's related access team. As you may know, a csv file has a header in order to map the value. The tool only support domainname as header for the user. Usually domainname is an email.The screenshot below shows an header for users that needs to be associated with the contact.

The first 2 rows represent the dual key which makes the contact unique and all the other rows is for the users. Each domainname row is a user.

You can define your record number key(single key,dual key,triple key, etc..) by defining the "Keyumbers" field. Keynumbers represent the first x numbers that represent the Main entity record. Exemple below show that the first two rows of my csv file are my dual key for my contact record:

Instruction to use the tool.

1. Open XrmToolBox (Download).
2. Connect to an organization.
3. Open Access Team Import tool from the list displayed.
4. Choose the Access team template you want to import.
5. Choose a separator.(needs to be the same as in your csv file.)
6. Set Keynumbers field according to your csv file.(Exemple above)
7. Click on "select csv file" to choose your file that contains the data to import.
8. Click on Import Access Team when everything is set.

Log usage

As you might have noticed,there is log functionality. When Importing, the tool logs for every line if it's a success or a failure. Clear logs button clears the log box. Save log button Save the content of the log box in a txt file.