Microsoft C360 manual Setup Import Rule Create Rule

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Setup Import Rule:

6. Create Rule.

Click Import Rules in the top menu and give your new rule a name. Select the data source created earlier and an appropriate CRM entity type to import into.

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Contents C360 Import Manager User Guide Table of Contents Features IntroductionInstallation and Setup Short Version Installer StartupRequirements Detailed VersionWelcome End-User License Agreement Destination FolderReady to Install Database ServerInstalling CompletedEdit web.config ConnectFile Download Security Warning IE Security WarningSelect Installation Folder Confirm Locate login information CompleteLogin Start ImportManagerStarting up/connecting FinishedCreate Server LicenseCreating a Server Choose Server TypeConnection Information Choose licensing methodCreating a User Add UserUser Details Save User Associating ServerUser Associated Log CheckSimple Import Setting up the Data Source Upload FileText Source Browse to the file New Data Source Data SourceText File Settings Setting up the Package New Package DoneOverview Page Setup Import Rule Import Rules Overview Matching Add Filter Add Conditions Page Field Mapping Page Run Import Page Done Setting up the Data Source New Data Source Odbc SourceData Source Selection Odbc Settings Select * from ContactsSetting up the Package Create Package Package OverviewSetup Import Rule Create Rule Rule Overview Matching Field Mappings Save & Run Finished FAQ and Common Errors Login failedRemote name could not be resolved ‘local Error Appendix a Installing SQL