Mapping fields for Contact Import

(0) Share

Report

Posted on by Brian Halstead

109

Hi,

I am trying to import contacts against accounts using a custom account field that I have created. Each account within the CRM has a unique number, from another system, that is within the custom account field mentioned above.

I want to look at importing contact, First name, Last name and email, using the custom account field that I have created.

Could you let me know if this is possible? I am unable to us the Zip/Postal code field as we have account with the same post code.

Thanks for any help in advance.

*This post is locked for comments

I have the same question (0)

All responses (6)

Answers (0)

Suggested answer

Community Member on at

Like (1)

Report
Copy link

Link copied!

Hello Brian,

best way to associate Accounts using workflow. You may follow below mentioned step;-

1. Import All contacts

2. Create workflow to update Custom field in Contact with filter condition to pick specific account based on unique number.

3. Run workflow as on demand and then update all contacts which don't having Account filled.

Was this reply helpful? Yes No
Brian Halstead 109 on at

Like (1)

Report
Copy link

Link copied!

Hi Parbhjot,

Thank you for helping. Would this mean that the field I have created against the account entity needs to be made against the contact entity?

Once the work flow has been run, would selecting the account then show associated contacts, which had been matched using the workflow and unique number?

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (0)

Report
Copy link

Link copied!

Hi Brian,

You need to map you unique value attribute during import setup, please see the following picture.

Doing so, crm will lookup to your unique field, ignoring default primary attribute.

Please let me know if you solve.

If you found the answer helpful, please mark as Verified

Join my network on LinkedIn Follow me on Twitter

Thank You & Best Regards

Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com

Was this reply helpful? Yes No
Brian Halstead 109 on at

Like (0)

Report
Copy link

Link copied!

Hi Francesco,

I am struggling to find where I can use my unique reference as the field to look up against.

I am going to: Settings > Data Management > Imports > Import Data > 'Selecting the file' > 'Selecting the Default Data Map'.

Should I be creating a new data map?

Thank you

Brian

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (0)

Report
Copy link

Link copied!

Hi Brian,

proceeds as follows to be sure crm request a mapping:

1) save your file to csv (utf-8) format

2) import csv file

3) map all fields following your needs

Please let me know.

If you found the answer helpful, please mark as Verified

Join my network on LinkedIn Follow me on Twitter

Thank You & Best Regards

Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (0)

Report
Copy link

Link copied!

Hello Brian,

If Zip/Postal code is common field in both entities i.e Account and Contact and you need to associate Account custom field on contact then you may need to write Custom workflow activity.

Firstly you have to retrieve particular account based on Zip/PostalCode then need to update the Account Custom field value in Contact entity.

You have to run this workflow as On demand respectively on Contact entity and then from advance find you have to select contact records to associate account.

Was this reply helpful? Yes No