Importing a generic marketing list

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Posted on by Zanqe

Hello

Our Dynamics config is based on Accounts - we are trying to get our Marketing team into Dynamics 365 from Marketing.

They previously used dot digital whereby you could upload a csv file with just emails (say 10,000) and it would upload within minutes and identify if that email already existed.

In our Dynamics email isn't a unique field, so if they are to do the same it would duplicate records. Also, the csv they import won't have account names it could be as basic as first name, last name and email.

In Dynamics 365 for Marketing you have to have them as contacts meaning they need an account also, is there anyway found this? Would be ideal if you could just import them as prospects.

There must be other companies where they have accounts as the master in Dynamics and use D365 For Marketing and upload marketing lists that they've been provided with.

Thanks

Alex

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Autumn Arbury on at

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RE: Importing a generic marketing list

Please see Roy's answer below.
Dsouza_28 387 on at

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RE: Importing a generic marketing list

Hi ,

You can match Account emails address (in the CSV) to the Email address field (emailaddress1) existing in Dynamics. This is your unique field.

While matching choose the right entity , in your case Account.

Duplicates wont be created if there is a match found.

Have you tried this? what errors are you facing ?