/// <summary>
/// Method to add look up mapping - SS
/// </summary>
/// <param name="addLookUpManagement">look up details</param>
/// <param name="instituteId">institute id</param>
/// <returns>response</returns>
public async Task <LookUpManagementResponse> AddLookUpMappingAsync(AddLookUpManagementAc addLookUpManagement, int instituteId)
{
if (!await _iMSDbContext.LookUpMappings.AnyAsync(x => x.LookUp.InstituteId == instituteId &&
x.Code.ToLowerInvariant() == addLookUpManagement.Code.ToLowerInvariant()))
{
var lookUpMapping = new LookUpMapping()
{
CreatedOn = DateTime.UtcNow,
Code = addLookUpManagement.Code,
Name = addLookUpManagement.Name,
Description = addLookUpManagement.Description,
IsDefault = addLookUpManagement.IsDefault,
IsDeleted = addLookUpManagement.IsDeleted,
IsSystemRow = addLookUpManagement.IsSystemRow,
LookUpId = addLookUpManagement.LookUpId,
Status = addLookUpManagement.Status
};
_iMSDbContext.LookUpMappings.Add(lookUpMapping);
await _iMSDbContext.SaveChangesAsync();
return(new LookUpManagementResponse()
{
HasError = false, Message = "Look up added successfully"
});
}
else
{
return new LookUpManagementResponse()
{
HasError = true, Message = "Look up code already exist", ErrorType = LookUpManagementResponseType.Code
}
};
}
/// <summary>
/// Imports records to Microsoft Dynamics CRM from the specified .csv file.
/// </summary>
public void ImportRecords()
{
// Create an import map.
ImportMap importMap = new ImportMap()
{
Name = "Import Map " + DateTime.Now.Ticks.ToString(),
Source = "Import Accounts.csv",
Description = "Description of data being imported",
EntitiesPerFile =
new OptionSetValue((int)ImportMapEntitiesPerFile.SingleEntityPerFile),
EntityState = EntityState.Created
};
Guid importMapId = _serviceProxy.Create(importMap);
// Create column mappings.
#region Column One Mappings
// Create a column mapping for a 'text' type field.
ColumnMapping colMapping1 = new ColumnMapping()
{
// Set source properties.
SourceAttributeName = "src_name",
SourceEntityName = "Account_1",
// Set target properties.
TargetAttributeName = "name",
TargetEntityName = Account.EntityLogicalName,
// Relate this column mapping with the data map.
ImportMapId =
new EntityReference(ImportMap.EntityLogicalName, importMapId),
// Force this column to be processed.
ProcessCode =
new OptionSetValue((int)ColumnMappingProcessCode.Process)
};
// Create the mapping.
Guid colMappingId1 = _serviceProxy.Create(colMapping1);
#endregion
#region Column Two Mappings
// Create a column mapping for a 'lookup' type field.
ColumnMapping colMapping2 = new ColumnMapping()
{
// Set source properties.
SourceAttributeName = "src_parent",
SourceEntityName = "Account_1",
// Set target properties.
TargetAttributeName = "parentaccountid",
TargetEntityName = Account.EntityLogicalName,
// Relate this column mapping with the data map.
ImportMapId =
new EntityReference(ImportMap.EntityLogicalName, importMapId),
// Force this column to be processed.
ProcessCode =
new OptionSetValue((int)ColumnMappingProcessCode.Process),
};
// Create the mapping.
Guid colMappingId2 = _serviceProxy.Create(colMapping2);
// Because we created a column mapping of type lookup, we need to specify lookup details in a lookupmapping.
// One lookupmapping will be for the parent account, and the other for the current record.
// This lookupmapping is important because without it the current record
// cannot be used as the parent of another record.
// Create a lookup mapping to the parent account.
LookUpMapping parentLookupMapping = new LookUpMapping()
{
// Relate this mapping with its parent column mapping.
ColumnMappingId =
new EntityReference(ColumnMapping.EntityLogicalName, colMappingId2),
// Force this column to be processed.
ProcessCode =
new OptionSetValue((int)LookUpMappingProcessCode.Process),
// Set the lookup for an account entity by its name attribute.
LookUpEntityName = Account.EntityLogicalName,
LookUpAttributeName = "name",
LookUpSourceCode =
new OptionSetValue((int)LookUpMappingLookUpSourceCode.System)
};
// Create the lookup mapping.
Guid parentLookupMappingId = _serviceProxy.Create(parentLookupMapping);
// Create a lookup on the current record's "src_name" so that this record can
// be used as the parent account for another record being imported.
// Without this lookup, no record using this account as its parent will be imported.
LookUpMapping currentLookUpMapping = new LookUpMapping()
{
// Relate this lookup with its parent column mapping.
ColumnMappingId =
new EntityReference(ColumnMapping.EntityLogicalName, colMappingId2),
// Force this column to be processed.
ProcessCode =
new OptionSetValue((int)LookUpMappingProcessCode.Process),
// Set the lookup for the current record by its src_name attribute.
LookUpAttributeName = "src_name",
LookUpEntityName = "Account_1",
LookUpSourceCode =
new OptionSetValue((int)LookUpMappingLookUpSourceCode.Source)
};
// Create the lookup mapping
Guid currentLookupMappingId = _serviceProxy.Create(currentLookUpMapping);
#endregion
#region Column Three Mappings
// Create a column mapping for a 'picklist' type field
ColumnMapping colMapping3 = new ColumnMapping()
{
// Set source properties
SourceAttributeName = "src_addresstype",
SourceEntityName = "Account_1",
// Set target properties
TargetAttributeName = "address1_addresstypecode",
TargetEntityName = Account.EntityLogicalName,
// Relate this column mapping with its parent data map
ImportMapId =
new EntityReference(ImportMap.EntityLogicalName, importMapId),
// Force this column to be processed
ProcessCode =
new OptionSetValue((int)ColumnMappingProcessCode.Process)
};
// Create the mapping
Guid colMappingId3 = _serviceProxy.Create(colMapping3);
// Because we created a column mapping of type picklist, we need to specify picklist details in a picklistMapping
PickListMapping pickListMapping1 = new PickListMapping()
{
SourceValue = "bill",
TargetValue = 1,
// Relate this column mapping with its column mapping data map
ColumnMappingId =
new EntityReference(ColumnMapping.EntityLogicalName, colMappingId3),
// Force this column to be processed
ProcessCode =
new OptionSetValue((int)PickListMappingProcessCode.Process)
};
// Create the mapping
Guid picklistMappingId1 = _serviceProxy.Create(pickListMapping1);
// Need a picklist mapping for every address type code expected
PickListMapping pickListMapping2 = new PickListMapping()
{
SourceValue = "ship",
TargetValue = 2,
// Relate this column mapping with its column mapping data map
ColumnMappingId =
new EntityReference(ColumnMapping.EntityLogicalName, colMappingId3),
// Force this column to be processed
ProcessCode =
new OptionSetValue((int)PickListMappingProcessCode.Process)
};
// Create the mapping
Guid picklistMappingId2 = _serviceProxy.Create(pickListMapping2);
#endregion
// Create Import
Import import = new Import()
{
// IsImport is obsolete; use ModeCode to declare Create or Update.
ModeCode = new OptionSetValue((int)ImportModeCode.Create),
Name = "Importing data"
};
Guid importId = _serviceProxy.Create(import);
// Create Import File.
ImportFile importFile = new ImportFile()
{
Content = BulkImportHelper.ReadCsvFile("Import Accounts.csv"), // Read contents from disk.
Name = "Account record import",
IsFirstRowHeader = true,
ImportMapId = new EntityReference(ImportMap.EntityLogicalName, importMapId),
UseSystemMap = false,
Source = "Import Accounts.csv",
SourceEntityName = "Account_1",
TargetEntityName = Account.EntityLogicalName,
ImportId = new EntityReference(Import.EntityLogicalName, importId),
EnableDuplicateDetection = false,
FieldDelimiterCode =
new OptionSetValue((int)ImportFileFieldDelimiterCode.Comma),
DataDelimiterCode =
new OptionSetValue((int)ImportFileDataDelimiterCode.DoubleQuote),
ProcessCode =
new OptionSetValue((int)ImportFileProcessCode.Process)
};
// Get the current user to set as record owner.
WhoAmIRequest systemUserRequest = new WhoAmIRequest();
WhoAmIResponse systemUserResponse =
(WhoAmIResponse)_serviceProxy.Execute(systemUserRequest);
// Set the owner ID.
importFile.RecordsOwnerId =
new EntityReference(SystemUser.EntityLogicalName, systemUserResponse.UserId);
Guid importFileId = _serviceProxy.Create(importFile);
//<snippetImportWithCreate1>
// Retrieve the header columns used in the import file.
GetHeaderColumnsImportFileRequest headerColumnsRequest = new GetHeaderColumnsImportFileRequest()
{
ImportFileId = importFileId
};
GetHeaderColumnsImportFileResponse headerColumnsResponse =
(GetHeaderColumnsImportFileResponse)_serviceProxy.Execute(headerColumnsRequest);
// Output the header columns.
int columnNum = 1;
foreach (string headerName in headerColumnsResponse.Columns)
{
Console.WriteLine("Column[" + columnNum.ToString() + "] = " + headerName);
columnNum++;
}
//</snippetImportWithCreate1>
//<snippetImportWithCreate2>
// Parse the import file.
ParseImportRequest parseImportRequest = new ParseImportRequest()
{
ImportId = importId
};
ParseImportResponse parseImportResponse =
(ParseImportResponse)_serviceProxy.Execute(parseImportRequest);
Console.WriteLine("Waiting for Parse async job to complete");
//</snippetImportWithCreate2>
BulkImportHelper.WaitForAsyncJobCompletion(_serviceProxy, parseImportResponse.AsyncOperationId);
BulkImportHelper.ReportErrors(_serviceProxy, importFileId);
//<snippetImportWithCreate3>
// Retrieve the first two distinct values for column 1 from the parse table.
// NOTE: You must create the parse table first using the ParseImport message.
// The parse table is not accessible after ImportRecordsImportResponse is called.
GetDistinctValuesImportFileRequest distinctValuesRequest = new GetDistinctValuesImportFileRequest()
{
columnNumber = 1,
ImportFileId = importFileId,
pageNumber = 1,
recordsPerPage = 2,
};
GetDistinctValuesImportFileResponse distinctValuesResponse =
(GetDistinctValuesImportFileResponse)_serviceProxy.Execute(distinctValuesRequest);
// Output the distinct values. In this case: (column 1, row 1) and (column 1, row 2).
int cellNum = 1;
foreach (string cellValue in distinctValuesResponse.Values)
{
Console.WriteLine("(1, " + cellNum.ToString() + "): " + cellValue);
Console.WriteLine(cellValue);
cellNum++;
}
//</snippetImportWithCreate3>
//<snippetImportWithCreate4>
// Retrieve data from the parse table.
// NOTE: You must create the parse table first using the ParseImport message.
// The parse table is not accessible after ImportRecordsImportResponse is called.
RetrieveParsedDataImportFileRequest parsedDataRequest = new RetrieveParsedDataImportFileRequest()
{
ImportFileId = importFileId,
PagingInfo = new PagingInfo()
{
// Specify the number of entity instances returned per page.
Count = 2,
// Specify the number of pages returned from the query.
PageNumber = 1,
// Specify a total number of entity instances returned.
PagingCookie = "1"
}
};
RetrieveParsedDataImportFileResponse parsedDataResponse =
(RetrieveParsedDataImportFileResponse)_serviceProxy.Execute(parsedDataRequest);
// Output the first two rows retrieved.
int rowCount = 1;
foreach (string[] rows in parsedDataResponse.Values)
{
int colCount = 1;
foreach (string column in rows)
{
Console.WriteLine("(" + rowCount.ToString() + "," + colCount.ToString() + ") = " + column);
colCount++;
}
rowCount++;
}
//</snippetImportWithCreate4>
//<snippetImportWithCreate5>
// Transform the import
TransformImportRequest transformImportRequest = new TransformImportRequest()
{
ImportId = importId
};
TransformImportResponse transformImportResponse =
(TransformImportResponse)_serviceProxy.Execute(transformImportRequest);
Console.WriteLine("Waiting for Transform async job to complete");
//</snippetImportWithCreate5>
BulkImportHelper.WaitForAsyncJobCompletion(_serviceProxy, transformImportResponse.AsyncOperationId);
BulkImportHelper.ReportErrors(_serviceProxy, importFileId);
//<snippetImportWithCreate6>
// Upload the records.
ImportRecordsImportRequest importRequest = new ImportRecordsImportRequest()
{
ImportId = importId
};
ImportRecordsImportResponse importResponse =
(ImportRecordsImportResponse)_serviceProxy.Execute(importRequest);
Console.WriteLine("Waiting for ImportRecords async job to complete");
//</snippetImportWithCreate6>
BulkImportHelper.WaitForAsyncJobCompletion(_serviceProxy, importResponse.AsyncOperationId);
BulkImportHelper.ReportErrors(_serviceProxy, importFileId);
}
/// <summary>
/// Imports records to Microsoft Dynamics CRM from the specified .csv file.
/// </summary>
public void ImportRecords()
{
// Create an import map.
ImportMap importMap = new ImportMap()
{
Name = "Import Map " + DateTime.Now.Ticks.ToString(),
Source = "Import Accounts.csv",
Description = "Description of data being imported",
EntitiesPerFile =
new OptionSetValue((int)ImportMapEntitiesPerFile.SingleEntityPerFile),
EntityState = EntityState.Created
};
Guid importMapId = _serviceProxy.Create(importMap);
// Create column mappings.
#region Column One Mappings
// Create a column mapping for a 'text' type field.
ColumnMapping colMapping1 = new ColumnMapping()
{
// Set source properties.
SourceAttributeName = "src_name",
SourceEntityName = "Account_1",
// Set target properties.
TargetAttributeName = "name",
TargetEntityName = Account.EntityLogicalName,
// Relate this column mapping with the data map.
ImportMapId =
new EntityReference(ImportMap.EntityLogicalName, importMapId),
// Force this column to be processed.
ProcessCode =
new OptionSetValue((int)ColumnMappingProcessCode.Process)
};
// Create the mapping.
Guid colMappingId1 = _serviceProxy.Create(colMapping1);
#endregion
#region Column Two Mappings
// Create a column mapping for a 'lookup' type field.
ColumnMapping colMapping2 = new ColumnMapping()
{
// Set source properties.
SourceAttributeName = "src_parent",
SourceEntityName = "Account_1",
// Set target properties.
TargetAttributeName = "parentaccountid",
TargetEntityName = Account.EntityLogicalName,
// Relate this column mapping with the data map.
ImportMapId =
new EntityReference(ImportMap.EntityLogicalName, importMapId),
// Force this column to be processed.
ProcessCode =
new OptionSetValue((int)ColumnMappingProcessCode.Process),
};
// Create the mapping.
Guid colMappingId2 = _serviceProxy.Create(colMapping2);
// Because we created a column mapping of type lookup, we need to specify lookup details in a lookupmapping.
// One lookupmapping will be for the parent account, and the other for the current record.
// This lookupmapping is important because without it the current record
// cannot be used as the parent of another record.
// Create a lookup mapping to the parent account.
LookUpMapping parentLookupMapping = new LookUpMapping()
{
// Relate this mapping with its parent column mapping.
ColumnMappingId =
new EntityReference(ColumnMapping.EntityLogicalName, colMappingId2),
// Force this column to be processed.
ProcessCode =
new OptionSetValue((int)LookUpMappingProcessCode.Process),
// Set the lookup for an account entity by its name attribute.
LookUpEntityName = Account.EntityLogicalName,
LookUpAttributeName = "name",
LookUpSourceCode =
new OptionSetValue((int)LookUpMappingLookUpSourceCode.System)
};
// Create the lookup mapping.
Guid parentLookupMappingId = _serviceProxy.Create(parentLookupMapping);
// Create a lookup on the current record's "src_name" so that this record can
// be used as the parent account for another record being imported.
// Without this lookup, no record using this account as its parent will be imported.
LookUpMapping currentLookUpMapping = new LookUpMapping()
{
// Relate this lookup with its parent column mapping.
ColumnMappingId =
new EntityReference(ColumnMapping.EntityLogicalName, colMappingId2),
// Force this column to be processed.
ProcessCode =
new OptionSetValue((int)LookUpMappingProcessCode.Process),
// Set the lookup for the current record by its src_name attribute.
LookUpAttributeName = "src_name",
LookUpEntityName = "Account_1",
LookUpSourceCode =
new OptionSetValue((int)LookUpMappingLookUpSourceCode.Source)
};
// Create the lookup mapping
Guid currentLookupMappingId = _serviceProxy.Create(currentLookUpMapping);
#endregion
#region Column Three Mappings
// Create a column mapping for a 'picklist' type field
ColumnMapping colMapping3 = new ColumnMapping()
{
// Set source properties
SourceAttributeName = "src_addresstype",
SourceEntityName = "Account_1",
// Set target properties
TargetAttributeName = "address1_addresstypecode",
TargetEntityName = Account.EntityLogicalName,
// Relate this column mapping with its parent data map
ImportMapId =
new EntityReference(ImportMap.EntityLogicalName, importMapId),
// Force this column to be processed
ProcessCode =
new OptionSetValue((int)ColumnMappingProcessCode.Process)
};
// Create the mapping
Guid colMappingId3 = _serviceProxy.Create(colMapping3);
// Because we created a column mapping of type picklist, we need to specify picklist details in a picklistMapping
PickListMapping pickListMapping1 = new PickListMapping()
{
SourceValue = "bill",
TargetValue = 1,
// Relate this column mapping with its column mapping data map
ColumnMappingId =
new EntityReference(ColumnMapping.EntityLogicalName, colMappingId3),
// Force this column to be processed
ProcessCode =
new OptionSetValue((int)PickListMappingProcessCode.Process)
};
// Create the mapping
Guid picklistMappingId1 = _serviceProxy.Create(pickListMapping1);
// Need a picklist mapping for every address type code expected
PickListMapping pickListMapping2 = new PickListMapping()
{
SourceValue = "ship",
TargetValue = 2,
// Relate this column mapping with its column mapping data map
ColumnMappingId =
new EntityReference(ColumnMapping.EntityLogicalName, colMappingId3),
// Force this column to be processed
ProcessCode =
new OptionSetValue((int)PickListMappingProcessCode.Process)
};
// Create the mapping
Guid picklistMappingId2 = _serviceProxy.Create(pickListMapping2);
#endregion
// Create Import
Import import = new Import()
{
// IsImport is obsolete; use ModeCode to declare Create or Update.
ModeCode = new OptionSetValue((int)ImportModeCode.Create),
Name = "Importing data"
};
Guid importId = _serviceProxy.Create(import);
// Create Import File.
ImportFile importFile = new ImportFile()
{
Content = BulkImportHelper.ReadCsvFile("Import Accounts.csv"), // Read contents from disk.
Name = "Account record import",
IsFirstRowHeader = true,
ImportMapId = new EntityReference(ImportMap.EntityLogicalName, importMapId),
UseSystemMap = false,
Source = "Import Accounts.csv",
SourceEntityName = "Account_1",
TargetEntityName = Account.EntityLogicalName,
ImportId = new EntityReference(Import.EntityLogicalName, importId),
EnableDuplicateDetection = false,
FieldDelimiterCode =
new OptionSetValue((int)ImportFileFieldDelimiterCode.Comma),
DataDelimiterCode =
new OptionSetValue((int)ImportFileDataDelimiterCode.DoubleQuote),
ProcessCode =
new OptionSetValue((int)ImportFileProcessCode.Process)
};
// Get the current user to set as record owner.
WhoAmIRequest systemUserRequest = new WhoAmIRequest();
WhoAmIResponse systemUserResponse =
(WhoAmIResponse)_serviceProxy.Execute(systemUserRequest);
// Set the owner ID.
importFile.RecordsOwnerId =
new EntityReference(SystemUser.EntityLogicalName, systemUserResponse.UserId);
Guid importFileId = _serviceProxy.Create(importFile);
//<snippetImportWithCreate1>
// Retrieve the header columns used in the import file.
GetHeaderColumnsImportFileRequest headerColumnsRequest = new GetHeaderColumnsImportFileRequest()
{
ImportFileId = importFileId
};
GetHeaderColumnsImportFileResponse headerColumnsResponse =
(GetHeaderColumnsImportFileResponse)_serviceProxy.Execute(headerColumnsRequest);
// Output the header columns.
int columnNum = 1;
foreach (string headerName in headerColumnsResponse.Columns)
{
Console.WriteLine("Column[" + columnNum.ToString() + "] = " + headerName);
columnNum++;
}
//</snippetImportWithCreate1>
//<snippetImportWithCreate2>
// Parse the import file.
ParseImportRequest parseImportRequest = new ParseImportRequest()
{
ImportId = importId
};
ParseImportResponse parseImportResponse =
(ParseImportResponse)_serviceProxy.Execute(parseImportRequest);
Console.WriteLine("Waiting for Parse async job to complete");
//</snippetImportWithCreate2>
BulkImportHelper.WaitForAsyncJobCompletion(_serviceProxy, parseImportResponse.AsyncOperationId);
BulkImportHelper.ReportErrors(_serviceProxy, importFileId);
//<snippetImportWithCreate3>
// Retrieve the first two distinct values for column 1 from the parse table.
// NOTE: You must create the parse table first using the ParseImport message.
// The parse table is not accessible after ImportRecordsImportResponse is called.
GetDistinctValuesImportFileRequest distinctValuesRequest = new GetDistinctValuesImportFileRequest()
{
columnNumber = 1,
ImportFileId = importFileId,
pageNumber = 1,
recordsPerPage = 2,
};
GetDistinctValuesImportFileResponse distinctValuesResponse =
(GetDistinctValuesImportFileResponse)_serviceProxy.Execute(distinctValuesRequest);
// Output the distinct values. In this case: (column 1, row 1) and (column 1, row 2).
int cellNum = 1;
foreach (string cellValue in distinctValuesResponse.Values)
{
Console.WriteLine("(1, " + cellNum.ToString() + "): " + cellValue);
Console.WriteLine(cellValue);
cellNum++;
}
//</snippetImportWithCreate3>
//<snippetImportWithCreate4>
// Retrieve data from the parse table.
// NOTE: You must create the parse table first using the ParseImport message.
// The parse table is not accessible after ImportRecordsImportResponse is called.
RetrieveParsedDataImportFileRequest parsedDataRequest = new RetrieveParsedDataImportFileRequest()
{
ImportFileId = importFileId,
PagingInfo = new PagingInfo()
{
// Specify the number of entity instances returned per page.
Count = 2,
// Specify the number of pages returned from the query.
PageNumber = 1,
// Specify a total number of entity instances returned.
PagingCookie = "1"
}
};
RetrieveParsedDataImportFileResponse parsedDataResponse =
(RetrieveParsedDataImportFileResponse)_serviceProxy.Execute(parsedDataRequest);
// Output the first two rows retrieved.
int rowCount = 1;
foreach (string[] rows in parsedDataResponse.Values)
{
int colCount = 1;
foreach (string column in rows)
{
Console.WriteLine("(" + rowCount.ToString() + "," + colCount.ToString() + ") = " + column);
colCount++;
}
rowCount++;
}
//</snippetImportWithCreate4>
//<snippetImportWithCreate5>
// Transform the import
TransformImportRequest transformImportRequest = new TransformImportRequest()
{
ImportId = importId
};
TransformImportResponse transformImportResponse =
(TransformImportResponse)_serviceProxy.Execute(transformImportRequest);
Console.WriteLine("Waiting for Transform async job to complete");
//</snippetImportWithCreate5>
BulkImportHelper.WaitForAsyncJobCompletion(_serviceProxy, transformImportResponse.AsyncOperationId);
BulkImportHelper.ReportErrors(_serviceProxy, importFileId);
//<snippetImportWithCreate6>
// Upload the records.
ImportRecordsImportRequest importRequest = new ImportRecordsImportRequest()
{
ImportId = importId
};
ImportRecordsImportResponse importResponse =
(ImportRecordsImportResponse)_serviceProxy.Execute(importRequest);
Console.WriteLine("Waiting for ImportRecords async job to complete");
//</snippetImportWithCreate6>
BulkImportHelper.WaitForAsyncJobCompletion(_serviceProxy, importResponse.AsyncOperationId);
BulkImportHelper.ReportErrors(_serviceProxy, importFileId);
}
