Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics AX forum
Unanswered

Importing Email and phone contact data for Customer through DIXF

Posted on by Microsoft Employee

2012 R3 CU8

I need to import a large collection of email addresses and phone/fax numbers to existing customers. Ideally I could also import multiple purpose/roles for each address. (I understand that part may be a customization)

Can someone tell me what entity and fields to focus on? I've tried using the Contact Person entity but my test import of 1 record seems to go nowhere. Thanks

This was my test data

'1' as ContactPersonId,

'90540' as CustAccount,

'Test@test.com' as AddressEmail,

'Test' as AddressEmailName,

'USA' as CountryRegionId

Categories:
  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Importing Email and phone contact data for Customer through DIXF

    The problem with using the Customer Entity in my experience is that it wipes out any fields that you do not provide. This is too much of a risk for us.

    Thanks for the replies. I was hoping for something out of the box but I've found it easier just to create a custom import job which also allows me to import the roles and isprimary status of the contact data.

  • Mahmoud Hakim Profile Picture
    Mahmoud Hakim 17,887 on at
    RE: Importing Email and phone contact data for Customer through DIXF

    just check dmfcustomerentity and dmfcustomeraddressentity.

    also  try to use office add ins to do that

  • fatihgork Profile Picture
    fatihgork 3,815 on at
    RE: Importing Email and phone contact data for Customer through DIXF

    Hi,

    I would consider giving all the current values of a customer, and adding additional phone numbers and e-mails on that master data.

    In 2012 R2, there was an issue with HcmWorker entity. When DIXF updated a worker, it would delete phone numbers and e-mail addresses.

    Let's say would like to update some info of your workers, for example identification number, when you give DIXF such a data -> WorkerNumber;Identification number

    Then all the phone numbers and e-mails were gone.

  • Syed Fasih Profile Picture
    Syed Fasih 2,442 on at
    RE: Importing Email and phone contact data for Customer through DIXF

    For importing E-mail address of existing customers,, I use the actual customerentity.

    The fields are following:

    1. "CustomerAccountNumber" = 90540

    2. "PrimaryEmailAddress" = test@test.com

    3. "PrimaryEmailAddressDescription" = Test

    4. "PrimaryEmailAddressPurpose" = Invoice

    Let me know if it works.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Importing Email and phone contact data for Customer through DIXF

    This is not working for me. Customer Address Entity only imports customer addresses with email addresses attached to the address. I need to add emails to the Contact information tab.

    In regards to the customer entity, the customers already exist and I cannot reimport them. I just need to import the email addresses.

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,773 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,513 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans