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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Get Import Template Fo...
Microsoft Dynamics CRM (Archived)

Get Import Template Format Lead Entity in Excel Format.

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Posted on by Community Member

Hi, I am trying to import lead data to CRM but I have not format or template of the Lead entity column in excel sheet so how can I achieve the lead entity import template in excel or csv format. 

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  • Suggested answer
    nghieppham Profile Picture
    nghieppham 4,755 on at

    Hi Kirit,

    You can download template from CRM. Go to Lead entity home page -> Select Import Data -> Select Download Template.

    If you want to use both of excel or csv , y but you should save as to XML Spreadsheet 2003.xml.

    Regards,

  • Community Member Profile Picture
    Community Member on at

    thanks for the reply but the my problem is that I did not want xml format  I want excel sheet format with all columns because I have thousands of leads record available in excel sheet that I want to put in downloaded excel sheet format and then I want to import in CRM so how can I achieve this please help me.

  • Suggested answer
    nghieppham Profile Picture
    nghieppham 4,755 on at

    Hi Kirit,

    For this requirement, I suggest you use SSIS feature for importing data. It is recommended for large data, it require technical level.

    Or simply, you can create 1 middle ware application to load this file and import to your system.

    Regards,

  • Community Member Profile Picture
    Community Member on at

    I am new in crm just tell me is it  possible to download lead entity import template with all column in excel format or not ?

  • Suggested answer
    nghieppham Profile Picture
    nghieppham 4,755 on at

    Hi Kirit,

    It is possible to do that. If you do not want to export all columns, you can create 1 view contain all the columns which you want. Then export this view to excel and use this file as you template for importing data.

    Regards,

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi

    go setting>data management >Templates for data import

    you can download what you want from the selected view.

    if you want to see all fields you should create another view.

    i

  • Community Member Profile Picture
    Community Member on at

    Why is this not working with Office 2016 64-bit?

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