Importing Marketing Lists into MS CRM 4.0

• 06-06-2008 1:33 AM

  Iain Faulkner Joined on 06-06-2008 Posts 1

  Importing Marketing Lists into MS CRM 4.0 Reply Contact Hi all,  For my current client, I am required to create approximately 200 marketing lists (or groups as they prefer to call them) alongisde the normal data imports of contacts, organisations etc.  I've done quite a bit of research into this, and have tried to do an import using the Microsoft Data Migration Manager, the CRM Import Feature and even using the C360 Data Import Manager. Even though I can setup the import, they always fail and having read a number of online articles I'm beginning to believe that this is not possible.  Can anyone elighten me regarding this? Is it possible? Has anyone successfully managed to import a number of Marketing lists?   Many thanks in advance

• 08-27-2008 7:03 AM

  In reply to

  James Laws Joined on 06-07-2008 Atlanta, Ga Posts 7	Re: Importing Marketing Lists into MS CRM 4.0 Reply Contact Do you have Scribe? James Laws - Principal Solutions Architect Dynamics Four http://www.dynamics4.com

• 10-03-2008 8:45 PM

  In reply to

  allen1 Joined on 10-03-2008 Posts 7	Re: Importing Marketing Lists into MS CRM 4.0 Reply Contact Sorry Mr. Iain Faulkner  I think number of articles about Microsoft Data Migration Manager on Google search. ============================================================= allen freeastro

• 12-17-2008 9:26 AM

  In reply to

  Jack Casas Joined on 10-14-2008 Posts 2

  Re: Importing Marketing Lists into MS CRM 4.0 Reply Contact  Hi,  I think this is a tough one, coz I'm trying to figure out how to import marketing lists as well.. The thing is that using Data Migration Tool, you can easily import related entities, but the case of leads and marketing lists is a bit different, because they're not directly related. I can see in SQL, that there is a table in the middle called ListMemberBase.   So I can get from SQL a list and create a csv file with all the leads data and the marketing list they belong to in a column, but when I want to import it, I can't find the way to relate the lead to a marketing list in CRM.  Any Ideas ?? The main question is: how to import a list of leads and marketing lists into CRM 4 so they are related??