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Importing Data from Microsoft Excel Spreadsheets onto CRM

Posted on by Microsoft Employee

Hi 

I am trying to import a list of names and emails onto the CRM through a spreadsheet but am having difficulty in doing so. 

Could someone please help? 

Kenny 

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  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: Importing Data from Microsoft Excel Spreadsheets onto CRM

    1.5 hours is not normal, you should cancel the job and make sure you import csv comma delimited file or xml file

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Importing Data from Microsoft Excel Spreadsheets onto CRM

    Hi Jay,

    I am using the 2013 version of the Microsoft CRM. I am importing the file via the import data feature like in the video using a CVS file. I am not receiving an error message, however my spreadsheet list has now been importing for more than 1.5 hours. Is this nomal or competely dependent on how many leads I am trying to import?

    Kind regrds,

    Kenny

  • Jay2014 Profile Picture
    Jay2014 on at
    RE: Importing Data from Microsoft Excel Spreadsheets onto CRM

    Hi Kenny,

    Refer to these links

    - www.youtube.com/watch

    -https://www.microsoft.com/en-us/dynamics/crm-customer-center/import-accounts-leads-or-other-data.aspx

    If you are still having difficulty, can you clarify what you are are doing

    - what version of CRM are you using

    - How you are importing the file, is this from a CRM template that you re-importing into CRM

    - What errors are you getting when you try this?

    I hope this helps

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