Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics CRM (Archived)

Import Account and Contact

(0) ShareShare
ReportReport
Posted on by

Hello, I'm trying to import from an excel format Account and contact together. I would like to import also the primary contact so I saw in the Help of CRM on line that I need to import in a .zip file the data together.  So I prepare two worksheet, (account and related contact) save as a txt file, zip together and import.

The error code is that the system could not resolve the Primary contact

May someone help me?

*This post is locked for comments

  • Inogic Profile Picture
    Inogic 418 on at
    RE: Import Account and Contact

    While importing the zip file make sure contact record already exist or it is part of contact file and try again.

    Else you can import the files separately first contact then account.

    Thanks,

    Sam

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Import Account and Contact

    Hi Simona,

    Make sure you have primary contact column in Accounts sheet and account name is Contacts sheet. Thanks

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Import Account and Contact

    What field are you using on the Account spreadsheet to identify the Primary Contact? If you are using full name and there is more than one Contact record with that name (eg John Smith) then CRM won't be able to decide which one you mean.

    Use something more unique such as email address, then in the mapping for the Account records, configure the Primary Contact lookup field to use the email of the Contact as the key, rather than the name.

    Alternatively, add a field on Contact to import a unique ID (for example based on date + row number like 201604260001) and use that to key them together.

  • Simona P Profile Picture
    Simona P on at
    RE: Import Account and Contact

    I'll try but the system import only some of the data AND for other (same file) give me back the same error

  • Suggested answer
    RE: Import Account and Contact

    Just for debugging - could you try importing the contacts first from a CSV file. I wonder if there is one particular contact it's getting stuck on. In case you want to understand about CSV import, you could have a look at this

    hrbtechtalk.com/.../crm-data-export-and-import

  • Simona P Profile Picture
    Simona P on at
    RE: Import Account and Contact

    Yes. I used both . The preconfigure and the manual one. the error is already the same :(

  • FKiene Profile Picture
    FKiene on at
    RE: Import Account and Contact

    Hi Simona,

    did you use the preconfigured Data Mapping?

    This should help to upload it together

    Regards

    Florian

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Congratulations to the January Top 10 leaders!

Check out the January community rock stars...

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,187 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,966 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans