import xls of marketing list member names into CRM 4.0

Semua Balasan

• 02 Juni 2011 18:34

   

   
  

  1

  Hi,

  You can import them as csv files, then create a marketing list and add all the contacts imported to the new marketinglist. Open the import job to see all contacts that were added. The import functionality can be found in the main screen under tools.

   

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  Gustaf Westerlund, CEO and Chief Architect at CRM-Konsulterna in Sweden
  Blog: http://gustafwesterlund.blogspot.com
  Swedish Dyn CRM Forum: http://www.crmforum.se

  • Disarankan sebagai Jawaban oleh Jamie MileyMVP, Moderator 02 Juni 2011 18:45
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  • Balas
  • Kutip

   
• 03 Juni 2011 12:14

   

   
  

  0

  I tried that but can't figure out how to import the csv into a marketing members list. There is a method for importing (data map) into marketing list, but that is not the same. Can you give me some tips?

  thanks

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  Apps
  • Balas
  • Kutip

   
• 03 Juni 2011 12:19

   

   
  

  0

  I don't think you can do it directly, you have to do it via contacts/accounts/leads and then add all the imported to a marketinglist using the built in functions for this in CRM. If you want to do it directly, I think you'll have to write some code and that is not simple. The problem is that the marketinglistmembership is a hidden system mapping entity and you can't manipulate it directly from CRM but it can be done via the API. Perhaps you can find some 3:rd party product for it.

  ---

  Gustaf Westerlund, CEO and Chief Architect at CRM-Konsulterna in Sweden
  Blog: http://gustafwesterlund.blogspot.com
  Swedish Dyn CRM Forum: http://www.crmforum.se
  • Balas
  • Kutip

   
• 03 Juni 2011 12:24

   

   
  

  0

  that was my concern...that I could not do it directly. These contact names are already in the system, but he customer wants to add them to a specific marketing list w/o having to perform a lookup in order to add to member list.

  Thanks for your assistance. I'll review a 3rd party addon.

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  Apps
  • Balas
  • Kutip

   
• 03 Juni 2011 12:35

   

   
  

  0

  Ok.

  Please mark any answer you find useful as answered.

  ---

  Gustaf Westerlund, CEO and Chief Architect at CRM-Konsulterna in Sweden
  Blog: http://gustafwesterlund.blogspot.com
  Swedish Dyn CRM Forum: http://www.crmforum.se
  • Balas
  • Kutip

   
• 12 Mei 2012 12:03

   

   
  

  0

  This is very disappointing.  I am migrating to MS Dynamics CRM from another product and I already have more than 200 marketing lists.  I can relate my contacts to the marketing lists (some are on several of the marketing lists) via a unique identifier, which I placed in a lookup field.  Surely there is a way to input a list of the identifiers into the marketing lists and relate the specific list to the specific contacts? 

   

  • Balas
  • Kutip

   
• 14 Juni 2012 18:27

   

   
  

  0

  You could add a new option set to the Contact form, with the options matching your Marketing List names. Then, after importing the Contacts, you could query based on the option set and then add results of the Advanced Find to a new Marketing List in CRM.

  Or, if your Contacts are already in CRM, you could export all contacts, update that re-importable spreadsheet with the new option set info, re-import and then do the Advanced Find. You'll have to use VLOOKUP formula in Excel in order to compare the exported CRM records with the external spreadsheet containing Marketing List names. 

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