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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Issue to import contac...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Issue to import contacts with csv file

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Posted on by FBLA 5

Hello,

I'm trying to import contacts with csv file following guidlines.

When I open the csv template file, I have only one column with all datas separated by commas and not one column per data as it shown different web page ressource.

Even if i convert the csv file to get all column needed, I have an error message (need to have all variables implemented before...).

Do you know what settings have to be done please ?

Many thanks for your help,

Regards,

Franck B.

I have the same question (0)
  • Suggested answer
    Arjun N Profile Picture
    Arjun N on at

    Hi Franck,

    You will need to first download the template file first before you add the contacts. Here is the documentation link for the same Send a survey by using email | Microsoft Docs

    Can you pls confirm if you are using the downloaded template file ? If yes, you can reachout at customervoice@microsoft.com with your csv file that you are using and we can help assist.

    Thanks,

    Arjun 

  • FBLA Profile Picture
    FBLA 5 on at

    Thanks for your answer. I confirm taht I used downloaded template file.

    I'll send it to your by email now.

    Thanks

  • Michael Lindholm Profile Picture
    Michael Lindholm 54 on at

    I have the exact same issue and tried to solve it the same way you did. Did you get any more info about the problem?

    Best Regards

    Michael

  • Suggested answer
    Welly Lee Profile Picture
    Welly Lee on at

    The template is downloaded in .csv format. If your machine does not specify excel as the default app to open csv, then you will need to follow the step at : Import or export text (.txt or .csv) files - Excel (microsoft.com)

    Alternatively, you can change the default app setting for .csv file -- please see How to open CSV files with Excel by default - ResRequest

  • Suggested answer
    Michael Lindholm Profile Picture
    Michael Lindholm 54 on at

    This solved it for me:

    superuser.com/.../how-to-make-excel-open-csv-files-and-automatically-split-the-comma-delimited-col

    The setting is in Windows, and not Excel. 

    1: Go to 'Regional settings'

    2: Under Related Settings click 'Additional date, time &regional settings'

    3: Click 'Change date, time or number formats.

    4: Click Additional settings

    5: Change decimal symbol to "." and list separator to ",".

    6: Apply

  • Suggested answer
    Welly Lee Profile Picture
    Welly Lee on at

    Thanks for the update and sharing your steps.

  • Largoo Profile Picture
    Largoo 25 on at

    Step 2: Click "More" and choose "Import"

    Step 3: Choose CSV file and import it to your Gmail account.

    Step 4: Import CSV contacts to your Android from Gmail account.

    Step 1: Create an Excel CSV file on your computer.

    Step 2: Convert the Excel CSV file to vCard file.

    TargetPayandBenefits Login

  • FBLA Profile Picture
    FBLA 5 on at

    Thanks for your asnwer,

    Unfortunatly, I can't change my regional setting just to let your apps working well as this have side effects on my other applications.

    May this issue is to due to my Excel product in French and your system based outside EU ?

  • FBLA Profile Picture
    FBLA 5 on at

    Hello,

    Why I have to use Gmail and vCard file ?

    I think there is an issue on the Customer Voice Contacts integration functionality and think that is not the res ponsability og the final customer to find a tips to load contacts.

  • D Hodges Profile Picture
    D Hodges 55 on at

    Hi Ajun,

    I have tried to log into this forum without success - I am having a similar problem. The first survey I created I was able to upload the contacts and send the emails. This second different survey will not allow me to upload the contact csv file. I have double checked everything and it's driving me nuts and I need to get this sorted by next Wednesday! Thank you in advance Deb

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