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Customer experience | Sales, Customer Insights,...
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Importing some static contacts from excel/csv

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Posted on by 20

Hi 

We are using our d365 Marketing app from a couple of months now. There is feed to populate the contacts using logic app. Just wondering if there is any way to import some of records from the csv/excel file in the existing contacts without overwriting the existing data/records in contacts table . We would like to create some static segments for manually imported contact records by the end user.

Thanks

Harinder

I have the same question (0)
  • Kenneth Ariel Chaves Herrera Profile Picture
    Microsoft Employee on at

    Hi,

    Does the data that you want to import have the same identifier than the current data located into the table?

  • Suggested answer
    Thomas Serpollet Profile Picture
    105 on at

    Hi, 

    You can use data import wizard and create contacts. If you have defined deduplication rules properly, it w'ont create duplicates nor update your current contacts

    If you want to update your  current contacts, you will have to use same data import, but in your contact import template, you will define contacts GUID.  You can export all you contacts, and on the left columns you will have your GUID.

    I won't recommend to give end user access to import feature, too many errors handling. Just give them template to complete. 

    Please mark this answer as verified. Thx

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