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Import Marketing List Members from Excel RRS feed

  • Question

  • Does anyone know a way to import members to a Marketing List from an Excel spreadsheet?

    The Marketing Members will already be Contacts within CRM and the Excel spreadsheet will contain the GUID for all Contact records.
    Tuesday, October 13, 2009 10:58 AM

Answers

  • Hi Nick,

    Unfortunately out of the box there is no easy mechanism to do this. 

    If this is something you will be doing quite a bit, code a simple upload and 'add to marketing list' aspx page.  This page would require custom code, but these are items relatively straight foward to do with the crm sdk.   For example - single page where you select the marketing list, then select the file, then click upload.

    Alex Fagundes - www.PowerObjects.com
    Tuesday, October 13, 2009 5:32 PM