Microsoft CRM 2011/2013

Import Excel/Data to CRM

By Hugo Silva - CRM Senior Consultant - Copyright @2013

How to

Before Importing First step is to prepare several excel files for import and

converts them into CSV files (Comma Delimited). Always use a template to smooth import.

How to Import Excel/Data to CRM

Before ImportingHow to Import Excel/Data to CRM

CRM Importing Phase Now with the documents in CSV format we click on

Contacts and Import icon.

How to Import Excel/Data to CRM

CRM Importing Phase Choose the file to import

How to Import Excel/Data to CRM

CRM Importing Phase After confirming the process this may take several

minutes, depending on the number of records.

How to Import Excel/Data to CRM

CRM Importing Phase Using a template this allows to use the default setting

(Automatic Mapping), Now just select “Contact”.

How to Import Excel/Data to CRM

CRM Importing Phase Map the missing fields, or does who have not been

mapped automatically, selecting the desired field on the left.

How to Import Excel/Data to CRM

CRM Importing Phase If you want the CRM to check for duplicity select “NO”,

and duplicated records will not be migrated.

How to Import Excel/Data to CRM

Check imported data After importing is important to check if errors exist. Go to

“Settings” and “Data Management”.

How to Import Excel/Data to CRM

Check imported data If it happens so many Errors as this example, it will be

better to abort the migration, verify the data in excel and import again, check for duplicates and if there´s no commas in the fields, because the application will separate the fields with commas and may cause import errors

How to Import Excel/Data to CRM

Check imported data Check the errors, by double click on the imported row.

How to Import Excel/Data to CRM

Check imported data Delete imported data, first select the imported row and

then click on Delete. This will delete all the records just imported.

How to Import Excel/Data to CRM