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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Adding Accounts/Contac...
Customer experience | Sales, Customer Insights,...
Suggested answer

Adding Accounts/Contacts/Leads from Excel File to a Marketing List?

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Posted on by EcoSarah 5

Hi all - hoping you might be able to help here. I'm looking to use a static list that I have in Excel at the moment as the criteria for my Marketing List. I'm targeting the Account entity and have the names and account numbers, but when I try to do an import via Excel, the system isn't mapping all the columns, just the first one. 

So, essentially, what I'm hoping is possible is to be able to upload this list as a Marketing List. 

Has anyone here done this before or have any tips? Trying to find a way to do this without involving our developers. 

Thanks!

  • Suggested answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: Adding Accounts/Contacts/Leads from Excel File to a Marketing List?

    Hi, EcoSarah

    You can follow the next steps to achieve your request.

    1. Create a Marketing List which is targeted at Account.

     0741.png

    1. Go to Advanced Settings > Settings > Data Management > Templates for Data Import

     7288.png

    1. Select Account. Download the template. Fill the data you have and save it.

     8875.png

    1. Go to Advanced Settings > Settings > Data Management > Imports. Import the template which contains the data.

     3323.png

    1. Open the Advanced Find and filter the records of the Account entity. For example, set the condition as ‘Created On’ on today.

     1651.png

    1. Select the accounts you just imported and Click the ‘Add to Marketing List’ button.

     2671.png

    1. Select the marketing list created in step 1.

     3113.png

    1. The accounts imported can be added into the list.

     0728.png

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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