Read the .csv format excel from Console and create records in CRM

 Read the .csv format excel from Console and create records in CRM

In this post, I will explain how to read the csv file from console and insert the records into MS Crm.

 For that first prepare the Excel file like below. and save as .CSV   

Upload into your project for better execution.

My file name is All Contacts M.csv

1. Create console Application in visual studio 
2. open the solution explorer and right click on proejct and go to manage new get package 
3. Download the LINGtoCSV and also below package to project  

Create a Model class with the varables like below 

use the below namespace after download the package

using LINQtoCSV;

using System;

 [Serializable]

    class CsveFilednames

    {

        [CsvColumn (Name = "First Name", FieldIndex =1)]

        public String Fistname { get; set; }

        [CsvColumn(Name = "Last Name", FieldIndex = 2)]

        public string Lastname { get; set; }

        [CsvColumn(Name = "Email", FieldIndex = 3)]

        public string email { get; set; }

        [CsvColumn(Name = "Business Phone", FieldIndex = 4)]

        public string Phonenumber { get; set; }

    }

 in the Csv column name pass the same name as csv column name with index

 for Mani class method add the below reference to work on it

using Microsoft.Xrm.Tooling.Connector;

using System;

using System.Collections.Generic;

using System.Linq;

using System.Text;

using System.Threading.Tasks;

using Microsoft.Xrm.Sdk;

using Microsoft.Crm.Sdk.Messages;

using LINQtoCSV;

1. Upload the created Csv file to proejct
2. Create one static method for the csv file property

      public static void Readingdata()

        {

            var Description = new CsvFileDescription()

            {

// informing that fist row contains column names

                FirstLineHasColumnNames = true, 

//Use the index to read the data in csv file

                UseFieldIndexForReadingData = true,

//If any unknow column is there then igonre it

                IgnoreUnknownColumns =true,

//Mention type of character for the each data

                SeparatorChar=','

            };

          

        }

1. We need to connect the crm using appid and user name and password of the crm instacne with URL
2. Create connection string by passing the userid, password, url and Appid.

static string Url = "https://Crm instance url/main.aspx";

        static string Username = "Username";

        static string Password = "Password";

Appid as any model driven app id

        static string connectionstring = $@" AuthType=OAuth;Url={Url};UserName={Username};Password={Password};

        AppId=51f81489-12ee-4a9e-aaae-a2591f45987d;Redirecturi= http://localhost;LoginPrompt=Auto;RequireNewInstance=True";

1. by using crmserviceclient create the connection by passing the connection string 

  CrmServiceClient Coone = new CrmServiceClient(connectionstring);

            {

// I am checking that connection is ready or not

                if (Coone.IsReady)

                {

 WhoAmIResponse response =

                        (WhoAmIResponse)Coone.Execute(new WhoAmIRequest());

                    IOrganizationService service = (IOrganizationService)Coone.OrganizationWebProxyClient != null ? Coone.OrganizationWebProxyClient :

 (IOrganizationService)Coone.OrganizationServiceProxy;

                    CsvContext csvContext = new CsvContext();

Right click on file and go to properties and copy the Path of the file.

                    var csveFilednames = csvContext.Read<CsveFilednames>(@"Pass the csv file path");

//by using for each we are reading csv file records

                    foreach (var Contactdata in csveFilednames)

                    {

// I am creating Entity object to create record

                        Entity Contactonject = new Entity("contact");

                        Contactonject["firstname"] = Contactdata.Fistname;

                        Contactonject["lastname"] = Contactdata.Lastname;

                        Contactonject["emailaddress1"] = Contactdata.email;

                        Contactonject["telephone1"] = Contactdata.Phonenumber;

                   Guid Rcrodid=     service.Create(Contactonject);

                        Console.WriteLine(Rcrodid);

  }

We can see the inserted records in the crm contact entity

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