web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Import Contact for mar...
Customer experience | Sales, Customer Insights,...
Suggested answer

Import Contact for marketing

(2) ShareShare
ReportReport
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?
I have the same question (0)
  • Suggested answer
    Tom_Gioielli Profile Picture
    Tom_Gioielli 2,192 Super User 2025 Season 2 on at
    Import Contact for marketing
    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.
     
  • Suggested answer
    Hamza H Profile Picture
    Hamza H 1,800 on at
    Import Contact for marketing
    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Congratulations to the September Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Rishabh Kanaskar Profile Picture

Rishabh Kanaskar 258

#2
MVP-Daniyal Khaleel Profile Picture

MVP-Daniyal Khaleel 172

#3
Tom_Gioielli Profile Picture

Tom_Gioielli 116 Super User 2025 Season 2

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans