Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics AX (Archived)

Importing Customer Contacts

(0) ShareShare
ReportReport
Posted on by 2,426

hi

Can someone tell me how to import multiple customer contacts?

There are a few fields on the Customer entity (using DIEF/DIXF), but it only allows me to import a single contact (per type):

PhoneName Phone EmailName Email

*This post is locked for comments

  • MichaelWC Profile Picture
    136 on at
    RE: Importing Customer Contacts

    Hi,

    You can have as many different contacts as you like in AX, the important thing is the party relationship and type which links the contact to the customer. Also you would be much better off doing this in SQL than trusting the relatively unbound delimeters of Excel.

    You'll need the Contact Person entity and the CustAccount that they belong to, also set the relationship type (LocationRole)

    CustomerContactEntity.PNG

    A few other fields help tidy up the data and AX functions.

  • P Jackson Profile Picture
    1,611 on at
    RE: Importing Customer Contacts

    It's a different Entity within the DIEF.

  • SU-22040800-0 Profile Picture
    2,426 on at
    RE: Importing Customer Contacts

    Hi Paul

    The Contact person entity is a different screen?

  • P Jackson Profile Picture
    1,611 on at
    RE: Importing Customer Contacts

    Or use the Contact person entity?

  • Verified answer
    SU-22040800-0 Profile Picture
    2,426 on at
    RE: Importing Customer Contacts

    The DIEF/DIXF tool allows for importing fields using the following column names:

     

    Email

    EmailName

    Phone

    PhoneName

    TeleFax

    FaxName

    URL

    UrlName

     

    Then using the ‘Multiple value separator’ in the ‘Source data formats’ screen, you split the multiple values into lines.

      

    Sample Import:

      

    Email

    EmailName

    Phone

    PhoneName

    TeleFax

    FaxName

    URL

    UrlName

    JS_EMAIL1;JS_EMAIL2;JS_EMAIL3

    JS_EMAILNAME1;JS_EMAILNAME2;JS_EMAILNAME3

    JS_PHONE1;JS_PHONE2;JS_PHONE3

    JS_PHONENAME1;JS_PHONENAME2;JS_PHONENAME3

    JS_TELEFAX1

    JS_FAXNAME1

    JS_URL1

    JS_URLNAME1

     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Congratulations to all our community participants!

Adis Hodzic – Community Spotlight

We are honored to recognize Adis Hodzic as our May 2025 Community…

Kudos to the April Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard > Microsoft Dynamics AX (Archived)

#1
Mohamed Amine Mahmoudi Profile Picture

Mohamed Amine Mahmoudi 100 Super User 2025 Season 1

#2
Community Member Profile Picture

Community Member 48

#3
shanawaz davood basha Profile Picture

shanawaz davood basha 6

Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans