Import Contacts and connect to an existing Account in D365 CRM
Navigate to D365 CRM Accounts
Export Accounts to Excel (Static Worksheet)
![](https://files.readme.io/3a02fc3-image.png)
![](https://files.readme.io/cf29c39-image.png)
Open the exported worksheet
Rename the “Account Name” column to “Company Name” and delete the other columns
Remove any “Accounts” that do not require a contact.
Add Columns to the worksheet:
First Name
Last Name
Any other contacts columns you would like (Ex: “Job Title”)
Fill in the data fields with desired data
![](https://files.readme.io/effc796-image.png)
Save file as a .csv file “CSV (Comma Delimited (*.csv)”
![](https://files.readme.io/9c7c030-image.png)
Navigate to D365 CRM/Contacts
Select “Import from Excel”
![](https://files.readme.io/8833403-image.png)
Select “Import from CSV”
Choose the file to import
![](https://files.readme.io/f7af2df-image.png)
Click “Next” from the bottom of the pop-up window
The next window should look like the following:
![](https://files.readme.io/79e1c48-image.png)
Click “Review Mapping” from the bottom of the pop-up window. Make sure the mapping looks correct (image below).
![](https://files.readme.io/482b461-image.png)
Click “Finish Import” from the bottom of the pop-up window
Click “Confirm”
![](https://files.readme.io/bea10eb-image.png)
Click “Track Progress” from the bottom of the pop-up window
![](https://files.readme.io/3bc9595-image.png)
You will be able to see the progress and the result. Click “Refresh” to view the updated “Status Reason”
![](https://files.readme.io/e8f1d0f-image.png)
The goal is to have the same number of “Successes” as “Total Processed”
![](https://files.readme.io/ccee6c2-image.png)
Updated 9 months ago