Dynamics Community Forum Thread Details

Add Contact List to Membership Group Using XRM Toolbox or CRM Functionality

I have an Excel list of contacts (name, email, phone number, etc.) that are part of a specific club. Within my CRM application, I have a blank membership group set up for that club, but I have not found a way to automatically add each contact to that club.

What I would like to be able to do:

Import my list of club contacts to the CRM using an UPSERT method based on email
1. If a contact with the specified email DOES NOT exist, create the contact and add the new contact to my club membership group
2. If a contact with the specified email DOES exist, add that contact to my club membership group

Does anyone know of an automated way to do this either through vanilla CRM or through XRM Toolbox? I'm still pretty new to Dynamics 365 CRM software so it might exist already, and I just haven't found it.

UPDATE: I found that the "Manage NN relationships" tool on XRM Toolbox looks like it should do what I need it to do. The first time I run a CSV file through it with the appropriate entities and matching attributes, it appears to work fine and returns a green status symbol. If I run the same file a second time, it returns an error "Relationship was not created because it already exists". Which makes sense because I just created the relationship when I ran it the first time.

However, NEITHER of these executions are creating the relationship on the web version of Dynamics CRM. I tried to navigate to both the tag and the contact that should now have the tag and neither one of them has the tag-contact relationship.

Any ideas?

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