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

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Import without Duplica...
Microsoft Dynamics CRM (Archived)

Import without Duplicates - How to identify the existing "duplicate" Contacts or Accounts

(0) ShareShare
ReportReport
Posted on by Community Member

Hi everyone,

I need to import several hundred Contacts and Accounts into our CRM. I know that many of them already exist in the database and I don't want duplicates. I know how to avoid creation of duplicates, and I know how to identify the records that were not imported because they were flagged as duplicate, but does anyone know of a way to easily identify the existing records that prevented the duplicate records from being created (so the records that are already in the system)? The reason is that ALL Contacts and Accounts in the import templates eventually need to end up in a number of Marketing Lists, not just the newly-created ones but also the existing ones.

Thanks

Joris

*This post is locked for comments

I have the same question (0)
  • Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    Hi Joris,

    You are using CRM 2011 right?

    Check this link:

    www.magnetismsolutions.com.au/.../deduplication-of-data-during-import-using-data-import-wizard-and-duplicate-detection-rules

    and this:

    crmbook.powerobjects.com/.../keeping-data-clean-in-microsoft-dynamics-crm

    Or in the post you mentioned:

    "I know how to avoid creation of duplicates"

    It means you have tried using those methods but still not the best solution for you?

    Thank you.

  • Community Member Profile Picture
    Community Member on at

    Hi Aileen,

    Thanks for replying so quickly. Yes, I know and understand everything that is explained on those pages. But if several dozen records are not created/imported because "identical" records already exist in our database (according to our duplicate detection rules), then how can I find/group the existing records in one view to be able to add them to a List?

    Joris

  • Community Member Profile Picture
    Community Member on at

    Bit of a workaround I guess, but other than using a 3rd party or code to import how about:

    You said you can identify the duplicates in the file, you could export the list of records into a SQL table from both import and crm and run a query with the same criteria as your duplicate detection rules to ID the records that you are after.

  • Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    Hi Joris.

    Export out your list from Excel to SQL Table...

    Let's say you have DB A, Table AA

    *It will only works if you use OnPremise CRM.

    Then you can do query from Account, for example:

    select * from account

    where name is in

    (

      select accountname from [A].[dbo].[AA]

      --format to query against another table another DB -- [testdb].[dbo].[table]

    )

    Then do your own criteria.

    Or you can utilize Excel (if you are using online or onpremise)

    Export out all of the existing data to the Excel File and utilize Excel File find duplicate data functionality.

    Because there is no way to you query from CRM UI compare to other external source (your file).

    You need another tool to help you to query, either SQL, SSIS, Excel, or another third party.

    Hope this helps, thanks.

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

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
AS-17030037-0 Profile Picture

AS-17030037-0 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans