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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Create Marketing List ...
Microsoft Dynamics CRM (Archived)

Create Marketing List based on Excel file

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Posted on by Community Member

Hi Community,

I have an Excel file with 240 k Contact Entries which has not been generated by my CRM. But all the data are also existing in CRM. My goal is to create a Marketing List in CRM with all the 240 k Contacts.

The Excel file only includes 2 columns which identify each contact. By using the advanced Find I can identify the contact records of the Excel file in my CRM. The problem is: For each and every record I have to create an extra find criteria. Does anybody know how to reach my goal in a skillful way?

Thanks in advance,

JP

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  • Verified answer
    Community Member Profile Picture
    Community Member on at

    identify a field which you are not using currently. Export all contacts with this field and one field which is common between the excel file and exported file. Then using VLOOKUP, you can update the identified field for all 240K contacts in the exported file. Import it back to CRM to update all 240 matched contacts. Now use the identified field to filter contacts and create the marketing list.

  • Community Member Profile Picture
    Community Member on at

    Hi Vikas, that was also my idea. But unfortunately I don`t have a field which is not used. Is there another way to reach my goal? Maybe with fetchXML?

    Thanks and best,

    JP

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    You can create a temporary field.

  • Verified answer
    Tom Fursdon Profile Picture
    Tom Fursdon on at

    I've had success importing marketing lists using connections, though I've never done it with as many as 240k. Here's how I've done it in the past:

    Create a *.csv file with two columns; 'Connected From' and 'Connected To'.

    Next, copy all 240k contact records to the Connected From column. Populate Connected To with the name of your marketing list on every row.

    Import the *.csv file to CRM to the 'Connections' entity using the Data Import tool and make sure you map any unique identifier in your contact list to the matching field in CRM.

    Once the import is complete, all of your contacts should be connected to the marketing list, but you still need to add them to that marketing list.

    Add to the marketing list using advanced find (all contacts that are connected to the marketing list).

    Finally, you can bulk delete all of the connections that were created during your import to clean up your database using the import tool. This won't remove the contacts from the marketing list.

    Hope that helps!

  • Community Member Profile Picture
    Community Member on at

    Hi Tom, thanks a lot! Your solution would work I guess, but unfortunately I don`t have my contact GUID. I could compare my 240 k contacts with all contacts in my CRM if dynamics CRM would not have a download limit of 1 mio records. But it has and I am not able to find out the GUID. This makes it impossible to solve my problem. Thanks for al the replies! Best, JP

  • Tom Fursdon Profile Picture
    Tom Fursdon on at

    Hi JP,

    I don't think you necessarily need the contact GUID - any unique identifier will work (e.g. full name or email address).

    You choose which fields to use for the lookup when you import the *.csv file, which is part of the reason that you'd use *.csv instead of a template generated by CRM.

    With that many contacts there will probably be duplicate names, but it should get you most of the way there.

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