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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Importing Leads to Exi...
Microsoft Dynamics CRM (Archived)

Importing Leads to Existing customers

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Posted on by Community Member

Hello everyone!

I have an excel file containing around 300 leads from a trade show.  I'm certain about a third of them are existing customers in the CRM already, but I would like to import the leads into the CRM with no duplicates.

What would the best practice be for this?  I've mass imported leads/opps/contacts into CRM before, but they have all been new customers. Ideally, I would like to forgo the user having to manually utilize the "Existing Contact" and "Existing Account" fields in the Process flow bar.

I was hoping the Existing Contact/Account fields would be present on the Import template, but this doesn't seem to be the case.

Currently using 2016 On-Prem

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  • Suggested answer
    Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at

    I use the KingswaySoft adaptor with SSIS. A little more advanced but once you get to know it, bulk inserting records will be easy.

    How I usually bulk import data is to export all your accounts into a SQL table including your unique internal customer Id and CRM Guid.

    Then import your excel into another SQL table which I imagine would also include the internal customer Id of your customers.

    I would then join those two tables together by the customer Id and then using the SSIS Kingswaysoft adaptor, I would Create Leads and then attaching the Customer Guid from creating a SQL command and mapping the attributes from SQL to CRM.

  • Community Member Profile Picture
    Community Member on at

    Thomas

    I like the idea, but our org currently doesn't utilize KingswaySoft (yet).  Unfortunately, I'm limited to the tools within CRM On-Prem.

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