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Customer experience | Sales, Customer Insights,...
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Import Leads With Existing Parent Account Id

Posted on by 15

Hello Experts,

First I want to say I'm a newbie to CRM Dynamics (And to any CRM tool)

I want to Import a list of leads. And I already know the Parent Account GUID for their leads. Below is the Mapping I used to do the import. Can anyone tell me whether this is the correct way to do it ?

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pastedimage1680510461301v1.png

I have the following columns in my Import csv file. Parent Account ID is the GUID of the account I want to add to these leads. 

Account Name Website Country Sana Relationship Type Lead Source Source Campaign First Name Last Name Email Job Title Email Address Source Parent Account ID

And often I get Import failures saying a Duplicate Lookup Reference was found for Parent  Account Id. I suspect this has do something wrong with my mapping (As I have the Account GUID that needs to be mapped and that can't be Duplicated)

pastedimage1680510957320v3.png

Any suggestions or corrections greatly appreciated.

Thank you

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