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Import DATA from EXCEL to Microsoft Dynamics CRM 2011 RRS feed

  • Question

  • I have different EXCEL Files. These files contains Account Detail.

    I have one option which is mapping Each time i have to map each file.

    Is there any other easy way to do this.

     

    Thanks and Regards

    Tuesday, September 20, 2011 1:54 PM

Answers

  • Mubasher,

    Can you be more specific? You have more than one Excel file which contains account details, correct? You mean records that should be imported as Account records only (not contacts), is that right?

    If so here is what you can do.

    Make sure that all Excel files follow the same template/pattern (i.e.: all excel files have the same column position and the columns are named the same).

    You can then proceed to create a Data Map using one of the Excel files as a sample. You can do this when you're importing the date for the first time, then choose to save the date map you created. When importing the other Excel files you can choose this data map you created and then it should import the data the same way as you did for the first Excel file.

    Here is a good post that can guide you on data import. Hope this helps: http://www.switched-online.com/a-guide-to-importing-data-to-microsoft-dynamics-crm-online-2011/

    Regards,
    P. 


    MCC, MCP, MCTS
    • Proposed as answer by pmdci Tuesday, September 20, 2011 2:58 PM
    • Marked as answer by MubasherSharif Tuesday, December 27, 2011 1:28 PM
    Tuesday, September 20, 2011 2:58 PM