Importing a list of records into MS CRM

In the last post, we downloaded a Dynamics CRM Import Template.  Now, it’s time to get some data INTO the system…since that’ll be much more useful.

Contacts are a pretty common import, being something that most sales users will want to do early on.  Fortunately, it’s a super simple process to do this!

Objective: Download the import templates specific to your organization from the CRM application.
CRM Version: CRM 2011, any version
Valid as of: 8/27/2012
Permissions Required: Read/Write Import Job and at least User level Create permissions for the Contact entity.

Steps:

  1. In the navigation pane, click File->Tools->Import Job
  2. Browse to the .xml/.csv/.zip file that has been prepared
  3. Click Next
    Select A File
  4. In this example, since we’ve used the templates that came from CRM, there’s no need to modify the data map (We’ll cover data maps in another post), so click Next
    Select Data Map
  5. Accept the default duplicate setting (do not allow) and choose yourself  as the record owner.
  6. Note, the Owner field can be set in the import file, so this is really a means to set the fallback owner if there’s not an exact match
  7. You’re ready to Submit the Import Job
  8. The import will be queued up, and the CRM Async Service will do the rest
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About Matthew C. Anderson
I'm an enthusiastic speaker, creator, and problem-solver.

One Response to Importing a list of records into MS CRM

  1. Pingback: Using Excel to Easily Coalesce Data « Connecting the Data

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