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I'm attempting to import a .csv file containing contacts into CRM 2016. The file format is like this Account,FirstName,LastName,Title,Email,Phone,LinkedInURL. The account is the customer name. The customers exist already so I'd like the contacts to be 'attached' to the customer. When I do the import, I select the default data map. I click next and select Contact as the Record Type. I click next and I am to map fields. This is where I'm having some problems. CRM defaults to a required field of LastName but I think my required field should be Account. If I select Account as the required field, in the source column, I cannot select any other fields in the CRM Fields column other than LastName to map that field to. If I leave LastName as the required field and map that to Last Name, I can map the rest of the fields in the import file to CRM fields. So, my first question is, is my thinking that Account should be the required field incorrect and indeed, Last Name should be the required field?
If I assume that Last Name should be the required field, I'd like to map the Account field in my csv file to an Account that already exists in CRM. However, the CRM fields that I can select to which to map do not contain an Account field. The plausible option seems to be Company Name (Lookup). Is that correct, does Company Name (lookup) = Account?
I see no Address1:Telephone1 field in the available CRM fields. So, to what field do I map my Phone field? Is it Business Phone or Company Phone?
Is there an appropriate CRM field to which to map the LinkedInURL field?
Thanks.
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Hi,
1. Last name is Business require in CRM itself. Hence while importing contacts, it is showing you as a required field.
If you require to make Account mandatory, first of all you have to make it Business require in CRM.
Then only Account will be shown as a require field.
This is the standard behavior of system
2. For the second question, you are right. Company name lookup will be account.
3. For the telephone no., there is field: Address 1: Phone in contact entity. where you can map for the contact record.
4. There is no field for LinkedIn Url but you can create new field for the same with Data type: Single line of Text, Format: URL
Regards,
Rutul
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