Conga Product Documentation

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Importing and Exporting Field Mapping

You can import or export the list of mapped fields for an object or all objects using the Import from Microsoft Excel and Export to Microsoft Excel features in Dynamics 365. To import and export field mappings:
  1. To import field metadata from an Microsoft Excel file outside of Dynamics 365:
    1. From the ribbon at the top of the page, from the ribbon at the top of the page, click vertical ellipsis and click Import from Excel. To export fields for a single object, go to the Map Objects page and open the specified object.
    2. Click Choose file and select the desired file. The Microsoft Excel file must exactly match the format when exported from Microsoft Dynamics 365. You can also import a CSV file in the same way.
  2. To export field metadata mapped fields:
    1. From the ribbon at the top of the page, click vertical ellipsis and click Export to Excel.
    2. Enter the file name as you required and click Save.