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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Importing leads via csv
Customer experience | Sales, Customer Insights,...
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Importing leads via csv

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Posted on by Community member
Hi
 
I am having trouble importing leads to dynamics. I keep receiving data is not in the right format (but it is I think) or an error when mapping ie : If I map industry first, the import tool crashed once I map the next field.

Is there a specific template that I can use? My company hasnt been able to support me here and I am getting frustrated
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Importing leads via csv
    Hi Stephen,
    Has the issue been resolved?
    Have there been any updates? Please feel free to ask me any questions you may have!
    If it has been resolved, can you mark the response as an answer?
  • Suggested answer
    InFlowEncer89 Profile Picture
    InFlowEncer89 19 on at
    Importing leads via csv
    If you go to Advanced Settings>Data Management>Templates for Data Import and choose the table you want to import for. This should give you the template with all the columns and you can put the data into the columns.
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Importing leads via csv
    Please refer to the following documentation, which provides detailed information:
    1)You can use double quotation marks (“) or single quotation marks (‘) as data delimiters.
    2)Make sure that the first line of a file contains the column headings.
    3)Make sure data exists for all business-required fields.
    Example showing sample leads to import:
    The first line contains the field names, and the remaining lines are imported as data.
    Company,Last Name,First Name,Topic,Email,Mobile Phone
"Designer Bikes""Groth""Brian""Mountain bikes""someone@example.com""555-555-0112"
"Major Sporting Goods""Bedecs""Anna""Components""555-555-0171"
    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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