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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Importing Potentially ...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Importing Potentially Duplicate Data from Different Sources

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Posted on by MDS 1,788

Interesting problem...

I'm working on a project where I need to import a significant number of Contacts. The problem being, a large percentage of these Contacts already exist in CRM. I've just done a trial run, and out of 80k Contacts, 38K failed as they already existed. The import needs to change specific properties on the Contact whenever we run it. 

I understand that there's no way to do this using out of the box functionality. Can anyone recommend a 3rd party solution or some other way of achieving the desired outcome?

Thanks in advance!

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  • Suggested answer
    meelamri Profile Picture
    meelamri 13,216 User Group Leader on at

    Hello,

    In my case, for my daily imports, I use SSIS + KingswaySoft's SSIS Integration Toolkit for Microsoft Dynamics 365:

    www.kingswaysoft.com/.../ssis-integration-toolkit-for-microsoft-dynamics-365

  • MDS Profile Picture
    MDS 1,788 on at

    Thanks. Can you give me a brief on how you use it?

    More details on my part... We have an online marketing database (Mailchimp) with several Audiences (the Audiences contain basic contact info but also various marketing preferences which are also imported into D365 CRM). I've already imported one Audience from MailChimp to D365 and that's worked perfectly. When it comes to the next Audience import, there's roughly 50% duplicate Contacts. The basic contact info will be the same (hence the duplication), but there will be further marketing preferences that need importing/updating on the existing Contact.

    This will be a fairly regular request and we may have other sources aside from MailChimp that we need to import from.

    Thanks..

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,216 User Group Leader on at

    Hello MDS,

    Tutorial: http://mayeur.com/wordpressfr/ssis-integration-with-dynamics-365-and-kingswaysoft-toolkit/

    This is used for daily imports and requires some effort to implement.

    Question, How do you currently import the data?

     

  • MDS Profile Picture
    MDS 1,788 on at

    Hi Mehdi,

    My initial import was done via an export from Mailchimp to a spreadsheet which was then manipulated and imported into D365 CRM using the traditional import method.

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