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Microsoft Dynamics CRM (Archived)

Cant Import data with Auto mapping from Excel CSV file

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Posted on by

Hey,


Im trying to import a CSV Marketing List from a marketing company with lots of company information.

When I import it and set the mapping values, it keeps failing. It is also very time consuming to do this everytime I try and import from excel (only 800 rows or so, about 21 Columns).

Is there a quick and easy way of getting the information in while having the exact headings in the lists?

Cheers!

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  • Verified answer
    TheMarkChristie Profile Picture
    10,328 Moderator on at

    Hi

    When you are running through the import you can save it as a map

    dynamics_2D00_crm_2D00_select_2D00_data_2D00_map.png

    And it will then appear here in future and you just select it

    dynamics_2D00_crm_2D00_select_2D00_data_2D00_map.png

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