Documentation

Replisteer moves and synchronises data between Dataverse / Dynamics 365 environments, SQL Server databases and CSV files. You read rows from a source, transform them with formulas, and write them to one or more targets through a chain of steps that insert, update, upsert, delete or execute.

Typical uses:

Data migration – load accounts, contacts, products or history from a legacy SQL database or Excel/CSV exports into Dataverse, with lookups to records created earlier in the same run.
Environment to environment – copy configuration or reference data from one Dataverse environment to another (development to test to production), matched on a business key instead of GUIDs.
Integration and reporting – export Dataverse data to a SQL Server table or a CSV file every night, or keep a SQL table in sync with upserts.
Data fixes – update or delete records matching a query, with a preview of every change before it is made.

Two ways to run a project

	What it is	Use it to
XrmToolBox tool	Replisteer: Data Migration (ETL) in the XrmToolBox Tool Library.	Design projects, preview them and run them interactively.
Command line runner	`replisteer.exe` (Windows) or `replisteer` (Linux): one self-contained file.	Run saved projects from scripts, CI/CD pipelines or the Windows Task Scheduler.

Both use the same engine: a project behaves the same wherever it runs. Projects are designed in XrmToolBox and saved as local files (*.replisteer.json), which the runner reads.