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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Import Contact for mar...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Import Contact for marketing

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Posted on by CU24101216-0 4
Hi,
 
 I am using a excel sheet to import contacts in the CRM. The excel sheet can include new Contacts as well as the updated ones so can you please guide me how to use 'Upsert' functionality to import, as Upsert will check the existing record and if the record exist will update the record else will create a new record. Can you please guide the steps, how to achieve this 'Upsert' functionality in the CRM?
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  • Suggested answer
    Hamza H Profile Picture
    Hamza H 2,027 Super User 2026 Season 2 on at
    To perform an Upsert (update if exists, else create) when importing contacts via Excel into Dynamics 365 CRM, follow these steps:
    1. Add a Unique Identifier:
      Ensure your Excel sheet has a unique field that matches CRM records, typically Email or Contact ID.
    2. Prepare the Import File:
      Map your Excel columns properly to CRM fields.
    3. Use the Import Wizard:
      • In CRM, go to Data Management > Imports.
      • Upload your Excel file and start the import.
    4. Set Matching Criteria for Upsert:
      • During import mapping, specify the field(s) CRM should use to check for existing records (e.g., Email).
      • CRM will use this field to match records: if a match is found, it updates; if not, it creates new.
    5. Complete the Import:
      Run the import. CRM will upsert records based on your matching criteria.
  • Suggested answer
    Tom_Gioielli Profile Picture
    Tom_Gioielli 3,090 Super User 2026 Season 2 on at
    For a situation like this, I would recommend looking at an option other than the OOB import process. Updating a record via import requires specific columns to be populated, including a 'Last Modified' timestamp to ensure old information is not overwriting newer data in CRM. The best you can do is to check the "Do not Allow Duplicates" on the import and find all of your failed records.
     
    This is a situation where a Power Automate Flow or a DataFlow would be a better option. Power Automate's Dataverse connector specifically has an "Upsert a Row" action, where if you have a unique key defined on your contact table you can easily upsert.
     

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