How to mass import into dynamics

Question

How to mass import into dynamics

Spencer Wabel 0

We have to update a lot of opportunities in a lot of contacts and most of them get started in email and then end up moving through other systems and tracking all of these things manually is incredibly difficult especially when I get 15 leads per email which are very easily put into Excel or sheets and then very difficult to put into Dynamics one by one. I'm wondering how I can take a list of leads and contacts and upload them as new contacts into Dynamics

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2 answers

Your answer

Answer 1

Dear Spencer Wabel,

After researching your issue, I found out that this feature need to be asked in the right forum such like these cases:

Import Bulk Data using Excel Template in Microsoft Dynamics 365 CRM

Mass edits / CSV edits / Batch uploads - how to ?

Therefore, for you to be assisted properly, please reach out to Find Answers | Microsoft Dynamics 365 Community. The reason I am asking you to post a new discussion is that in the Questions – Microsoft Q&A, the forum has limited resources and very few resources to test this feature and in Find Answers | Microsoft Power Platform Community, you will get the most qualified group of respondents, and other partners who read the forums regularly can either share their knowledge or learn from your interaction.

Thank you for your cooperation and understanding. Feel free to post your questions in the Microsoft community and moderators and forum users always do our best to help you!

Have a good day!

Answer 2

Yes. In Dynamics 365 Customer Engagement (on-premises), contacts can be mass imported from a spreadsheet or similar file by using the Import Data wizard.

Supported import file formats:

.csv
.txt
.zip
Excel Spreadsheet 2003 .xml
Excel Workbook .xlsx

File size limits:

.zip: up to 32 MB
Other supported formats: up to 8 MB

Important preparation notes:

Make the file as complete and accurate as possible before importing.
If importing .csv or .txt, verify the field and data delimiters.
A .zip file can contain multiple import files, which is useful when combining spreadsheets from multiple sources.
If a Dynamics-exported template was modified by adding a new column, importing it back will fail.

To import contacts:

Go to Settings > Data Management > Imports.
On the command bar, select Import Data > Import Data.
Browse to the saved file, select it, then select Open and Next.
Review the file name. For .csv or .txt, confirm the delimiters are correct, then select Next.
Select Default (Automatic Mapping) for the System Data Map, then select Next.
In the Record Types drop-down list, select Contacts, then select Next.
Review field mapping. For any item with an alert icon, map the column from the source file to the corresponding Dynamics field, then select OK and Next.
Review the summary, then select Next.
Select Submit.
To confirm success, open Imports and review the report.

If more than one file needs to be imported, either:

run the wizard again for each file, or
combine them into a single .zip file and import that.

For importing other record types such as leads, accounts, or similar data, the same wizard is used. During the process, select the appropriate Record Type and confirm the field mappings. If duplicate handling appears, keeping Allow Duplicates set to No is recommended in most cases to avoid importing duplicate records.

After the import finishes, open Contacts and verify that the records and field values were imported correctly.