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Microsoft Dynamics 365 | Integration, Dataverse...
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Marketing List Import issue

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Posted on by 2,645

I am using a spreadsheet that contains the following (see below), but I am getting stuck on the below part

Connected From Connected To
jsmith@temp.com Test - Test1
TstUser1@delete.com Test - Test1
Tomorrow1@sample.com  Test - Test1

pastedimage1630600102983v1.pngHere I select Connect From (Lookup) and select the email field.  When I finish the import process I get an error that says, "You must provide a name or select a role for both sides of this connection"

How can I get this to work?

  • USA80 Profile Picture
    USA80 2,645 on at
    RE: Marketing List Import issue

    Same error

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Marketing List Import issue

    The same error or not?

  • USA80 Profile Picture
    USA80 2,645 on at
    RE: Marketing List Import issue

    That didn't work either

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Marketing List Import issue

    Hi USA80,

    Have you download correct import template to import?

    Go Settings > Data Management > Templates for Data Import to download.

    pastedimage1630648617329v1.png

    Then you can refer following link to import marketing list.

    How to Import Marketing List Contacts into Microsoft Dynamics 365 (datixinc.com)

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