CRM 2011 Data Import? RRS feed

  • Question

  • Hi all:<o:p></o:p>

    I have a
    list of Contacts I need to import into CRM 2011, and there is a possibility
    some of the data to be imported exists already, the customer said to search on the
    email address, and if an existing record is found, do not import the contact.<o:p></o:p>

    In CRM v4 I
    used a data utility I wrote myself to do such imports, but in v2011 I have had
    some success using the built-in import tools. However for this case is it
    possible to use the OOTB data import tool run the import as the customer specifies,
    searching for existing email addresses? I am guessing I would have to write a
    new duplicate detection rule to run whilst the import is happening?<o:p></o:p>

    Thanks for
    any and all input.<o:p></o:p>


    Wednesday, June 20, 2012 10:43 AM


  • Yes, there are actually a Duplicate Detection Rule "Contacts with the same e-mail address" that comes OOTB. You just need to go into Data Management > Duplicate Detection Rules and publish it. Then when you do the import make sure you leave the Allow Duplicates set to No.
    • Proposed as answer by CRM Nerd Wednesday, June 20, 2012 1:55 PM
    • Marked as answer by John Straumann Wednesday, June 20, 2012 3:57 PM
    Wednesday, June 20, 2012 1:55 PM