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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Transferring and stori...
Microsoft Dynamics CRM (Archived)

Transferring and storing data from an excel spreadsheet to CRM

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Posted on by tashlouise 55

Okay, so.. im wanting to see if anyone has found a way to get data from a spreadsheet to store on CRM. How? Where? and is it a simple process.

I have a spreadsheet with 20+ tabs with contact information for atleast 50 people. I need to start using CRM more but i cant come up with a way to store the information the same - i have looked at the marketing lists but cant find the best way.

Im hoping this isnt too confusing and that someone could help me :)

THANKS!!!

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  • Suggested answer
    Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at
    RE: Transferring and storing data from an excel spreadsheet to CRM

    Hi Tashlouise,

    For the first knowledge, you can refer to these links:

    msdn.microsoft.com/.../gg328321.aspx

    www.microsoft.com/.../import-accounts-leads-or-other-data.aspx

    [View:http://www.youtube.com/watch?v=Ka4zsSU4rk8]

    And here is if you want to update the existing record:

    www.powerobjects.com/.../mass-update-closed-opportunities-in-crm-2011

    www.powerobjects.com/.../updating-records-in-microsoft-dynamics-crm

    Basically, for the very first time, you can download the Template,

    You can go to Settings --> Data Management or just go to your purposed Entity, Contact :

    Just remember that all of the column headers that you will see in the excel sheet after you download the template, are based on the Form. So if you need to include another field, just put the field to the Form, save and publish first before you download the import template.

    The template will be in .XML format which is you can open using excel and you can have the validated columns as well, for example, for date time and picklist/option set.

    To import more than 2 entities, if you need it, please refer to this link:

    http://blogs.msdn.com/b/emeadcrmsupport/archive/2011/09/12/multi-entity-data-file-import-mapping.aspx

    If you have many fields that they did not exist in CRM, you can use this method:

    http://gotcrm.blogspot.com/2011/12/crm-2011-data-import-creating-custom.html

    You are actually can create new field based on the column of the excel that you have on demand ad hoc at that time.

    Hope it helps!

    Thanks.

  • Suggested answer
    Jmiquel Profile Picture
    Jmiquel 560 on at
    RE: Transferring and storing data from an excel spreadsheet to CRM

    Hello,

    In the CRM, you have to download  the "Template for Import" . To find it, go to Workplace / Select the target entity / Click on "Import Data" / "Download Template for Import.

    You have to complete the Excel file with your contact data.

    Import your file with the standard import function.

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