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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How can I add multiple...
Customer experience | Sales, Customer Insights,...
Answered

How can I add multiple contacts?

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Posted on by amarin 7

Hi! How can I add multiple contacts at the same time? maybe from a list or a database.

Thanks!!

I have the same question (1)
  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,210 on at

    Hi amarin,

    If your contacts are saved in excel, then you could export a Contact template excel file, copy your data to the template corresponding columns. 

    Open Advanced Settings

    pastedimage1589505295111v1.png

    Settings > System > Data Management

    pastedimage1589505373333v2.png

    Templates for Data Import

    pastedimage1589505415903v3.png

    Download Contact template

    pastedimage1589505483249v4.png

    Copy your contacts data to corresponding columns

    pastedimage1589505634681v5.png

    Import data in template:

    pastedimage1589505695600v6.png

    See status of import job:
    pastedimage1589505815894v7.png  

    Contacts have been imported in bulk.

    pastedimage1589505917606v8.png

    Regards,

    Clofly

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