Migrating notes and attachments to the Accounts (Data Migration CRM 4.0)

If we follow the data migration help , the attachment would appear in CRM but without any text (0KB).

I will cover it in the following steps and any input will be appreciated if someone encounter this blog.

1 = First , I have a folder on desktop and under that folder , I have CSV file and another subfolder , where I have documents, I wish to attach with an account. The name of subfolder must be “Documents”.



2 =Map the file to the existing entity and choose “Note” and check the “include attachment”.



3 = During the setup of Data migration, related the “Company Name” on CSV file with regarding and then Choose “Account” and the select “name” (or company , whatever it is in your customize system).


4 = Finally we import the attachments .

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1 Response to “Migrating notes and attachments to the Accounts (Data Migration CRM 4.0)”



  1. 1 rubber boots guess Trackback on January 4, 2015 at 1:22 am

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