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Hello,
how to import contact information for contacts that are linked to Customers.
I used Customers V3 to import customers, i am using Contacts V2 to import contacts, but didn't find any field related to contact information (for a contact linked to a customer):
The Contact information in question is as per following screenshot:
Regards,
David
Hi David,
It's a field AssociatedPartyNumber, it should be the same as PartyNumber for Customer record. If you need to do a mass import of contact, you can export data of current customers from D365 and use VLOOKUP function in excel to transform Customer account in contracts to Party number.
Hi Sergei,
yes, you are right for associated party number however i did export manually inserted records, for contact information for a contact, using Contacts V2 but didn't find the values for contact information.
Actually Contacts V2 can import mass contacts with primary phone number, but if you have more details how to import? (details are like the screenshot mentioned above).
BR
Please use Party contacts entity to insert other contact information.
and then can use customer contacts leveraging the same party number to specify additional details
yes you are right Sergei. i recheck the entiry Contacts V2. i was able to import all contacts.
Template has PrimaryTel, PrimaryFax, PrimaryEmail, so all details of contacts can be imported.
Thanks,
How to export Non primary Tel, Non primary email etc.,
Thanks
Bari
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