Export/Import data of Entities

(0) Share

Report

Posted on by Community Member

Hello,

I'm trying to import data to my crm instance from an excel file so my dubt is if can I import data from one excel file to several entities like for example Accounts, Contacts, Leads, etc. I don't know if I can fill in one sheet of excel with the data of each entity for example one sheet for Account, one for Contacts and so on.

If I do that with the traditional way I will have one excel file with each entitie and that is not what I want, so hope that I can have one file for more than one entitie.

Thanks

*This post is locked for comments

I have the same question (0)

All responses (3)

Answers (1)

Verified answer

Hamzeh Zawahreh 3,674 on at

Like (1)

Report

hi Rob PM

you can open each entity and download tempalte for import, so you can have template excel sheet fot each entity, so you can fill it with data and import it using import wizard.

see these links:

http://crmbook.powerobjects.com/basics/data-management-in-microsoft-dynamics-crm/importing-data-in-microsoft-dynamics-crm/the-data-import-wizard-in-dynamics-crm/

and

https://www.microsoft.com/en-us/dynamics/crm-customer-center/import-accounts-leads-or-other-data.aspx

and

http://smallbusiness.chron.com/import-contacts-excel-crm-41746.html

Was this reply helpful? Yes No
Suggested answer

ScottDurow 21 on at

Like (1)

Report

You cannot create a single spreadsheet with multiple entities - it must be an file per entity. You can zip the files together an upload as a single file.

Hope this helps,

Scott

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

I zip the files together and uploaded the file and works fine

Was this reply helpful? Yes No