web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

How can I add multiple contacts?

(1) ShareShare
ReportReport
Posted on by 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
    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

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 83 Super User 2025 Season 2

#2
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 49 Most Valuable Professional

#3
#ManoVerse Profile Picture

#ManoVerse 40

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans