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Customer experience | Sales, Customer Insights,...
Answered

empty company filed in contacts

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Posted on by 5

I apologize for any confusion, this is my first time trying to ask a question.

I used a csv file to try and import a contact list in Dynamics Marketing. After the import the company field in contact is empty and I can't find a field in details called company where I can type in the information. What am I missing? The other fields (name, e-mail, phone) imported just fine.

Thank you,

Phil Cordeau

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: empty company filed in contacts

    Hi Phil,

    Thanks for your support. :)

    Regards,

    Clofly

  • Suggested answer
    Phil Cordeau Profile Picture
    Phil Cordeau 5 on at
    RE: empty company filed in contacts

    Me again, I believe this is where I should have put the suggested answer check mark the first time

  • Phil Cordeau Profile Picture
    Phil Cordeau 5 on at
    RE: empty company filed in contacts

    Hi Clofly,

    I would be happy to do so, only I haven't figured out how yet. Any help with that as well would be welcome.

    Phil

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: empty company filed in contacts

    Hi Phil,

    It's glad that your problem has been solved.

    If my answer helped you, please kindly mark as verified to close the thread.

    Regards,

    Clofly

    If you had found the answer resolved your issue, please kindly mark as verified, it would be greatly appreciated.

  • Suggested answer
    Phil Cordeau Profile Picture
    Phil Cordeau 5 on at
    RE: empty company filed in contacts

    Thank you again, it worked beautifuly.

  • Phil Cordeau Profile Picture
    Phil Cordeau 5 on at
    RE: empty company filed in contacts

    Thank you very much for your quick response.

    I will go over my settings as you described and try again.

    Phil

  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: empty company filed in contacts

    Hi Phil,

    In my thought, there are two points that you may pay attention to:

    1. Have you reviewed that your Company Name column has been mapped to Company Field successfully ?

    Before import the data into system, you could check review mapping:

    2185.JPG

    Company Name field is a lookup field for Contact entity

    80157.JPG

    2. As the point 1 mentioned, due to Company Name is a lookup field, so you should keep the value you type in csv file can be match to existing Account record in system.

    Each import operation will be recorded as an Importfile entity record, you could visit link below for import porcess details whether there was any error during importing task.

    https://org.crm.dynamics.com/main.aspx?etn=importfile&extraqs=etc=4412&pagetype=entitylist&forceUCI=1

    pastedimage1571710422820v1.png

    In addition, what's your csv template from ? I just download an excel template from Excel templates button and save it as csv file in excel and everything works fine.

    pastedimage1571710621668v2.png

    Regards,

    Clofly

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