XrmToolbox plugin to help you to transfer records across organizations
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bcolpaert 1.2018.8.1:
- Fixed mapping Dialog issue
- Fixed user auto-mappings
- Compatible with latest version of XrmToolbox
Latest commit 80d05a3 Aug 3, 2018
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XrmToolBox plugin to help you to transfer records across organizations

Step 1: Make sure that the two environments have the same metadata setup, so that entities/attributes from source environment match target environment.

Step 2: Open this tool in XrmToolBox, and connect to source environment, then open this plugin (data transporter).

Step 3: In settings select what type of operations you want done. Create, update and delete are available. Both Update and Delete options will match records on primary key of selected entity.

Step 3: Select entity and what attributes you want copied. (This is a good time to drop data in attributes you no longer need or use)

Step 3: Do your mappings, user and currency are some common mappings that you will have to do. Mappings will be done on primary key.

Step 4: Do you filters, Do you really want all of your data, even all of your activities from 10 years ago? You can filter that here.

Step 5: Hit Transfer data (on top meny) to start the transfer. Now go get a cup of coffie and watch the tool do it's magic.