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

How to import or add contacts to Static Marketing list using Excel

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Posted on by 651

Hi,

How to import or add contacts to Static Marketing list using Excel in CRM 2016.

I have the same question (0)
  • Suggested answer
    RaviKashyap Profile Picture
    55,410 Moderator on at

    Hi,

    The relationship between contact & marketing list is N:N due to which you cannot use excel to import. You can try the "Manage NN Relationship" tool available in Xrm toolbox to import the data.

    Hope this helps.

  • Integration Profile Picture
    651 on at

    Hi,

    Thanks.

    We want to give option to End users to upload or remove the list on demand.

    We are having unique id generated for each contact in our system. Is there any other OOTB way other then XRM tool box access.

  • Verified answer
    RaviKashyap Profile Picture
    55,410 Moderator on at

    No there is no OOTB way. You will have to build something of your own like a separate entity with a lookup to contact & marketing list and a separate process which runs on create of this custom entity and add the contact to the marketing list. You can then ask your user to import data to this entity.

    Hope this helps.

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