Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Sales forum / How to link Accounts w...
Sales forum

How to link Accounts with Contacts during data import?

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

As the title says,

I'm looking for a way to automatically link contacts informations with accounts during data import. We are currently working on a virgin database in Dynamics 365. We will import all our Accounts and Contacts informations from different databases to a single one in Dynamics 365.

However, when testing the import feature in Dynamics365, it creates Accounts and Contacts from the CSV file we have, but we can't make the newly created accounts linked with the also newly created contacts. 

So, is there any way to do this quickly without having to link manually all the accounts with the good contact after the import is done?

Hope someone can help us with this,

Derek

Categories:
  • LuHao Profile Picture
    LuHao 40,872 on at
    RE: How to link Accounts with Contacts during data import?

    Hi Joyce,

    Since it is an old thread, I would recommend you post a new question for it.

  • JoyceMorales Profile Picture
    JoyceMorales 10 on at
    RE: How to link Accounts with Contacts during data import?

    I have the same issue.  Did you find solution?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to link Accounts with Contacts during data import?

    Ohh yeah, I wasn't looking for a column with such a name to link Accounts with Contact. I was more looking for something like ''Account Name'' or something else, as we don't use Accounts as a Company here. Account name is the same as the Contact name, but there wasn't any space in the Contact import template to put complete name that would match the Account.

    Thanks a lot for your help though, it's very nice from you to help us with this issue.

  • Verified answer
    Chris H @ ISC Profile Picture
    Chris H @ ISC 2 on at
    RE: How to link Accounts with Contacts during data import?

    Doesn't the 'Contact' import template have the Company Name column in it?

    I just went to a fresh install of Dynamics 365, went to Contact entity, and downloaded the Excel import template.  Column I has 'Company Name' which should map to the Account name.

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to link Accounts with Contacts during data import?

    Hi Chris,

    Thanks a lot for you response ! But the problem is not solved.

    After I imported my Accounts with all the fields matched with my CSV file. When I import Contacts informations, there is no such field for either Account Name or Parent Account in the Dynamics365 account import template. I can only find this field when importing accounts. The fact is I don't want my accounts to have a Parent Account, I want the new Contacts linked to the previously imported Accounts.

    In the import tool, when I select the CSV file to import Contacts, there is no Dynamics field that would link the contact to the account. The closest I found was ''Contact (primary key)'' field, but I don't think it would really link the CSV field ''Parent Account'' to the good account in Dynamics. 


  • Chris H @ ISC Profile Picture
    Chris H @ ISC 2 on at
    RE: How to link Accounts with Contacts during data import?

    Assuming that you create the new Account records 'before' you create the contacts, you should be able to set the parent Account for a contact by using the Account name (Customer Name or parentcustomerid field) during import.   This also assumes that your account names are unique.

    If they are not unique, you may have to import the accounts first, then export the accounts to get the GUID for the new accounts, then use those guids in the parentcustomerid field for your contacts.

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

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans