Bulk import of contacts in CRM 3.0

for each contact you have in the csv file which I also assume has your
account name..you will have to search in the accountbasetable for that
accountname and get the guid that way.

In reality this is going to be a very tedious process over the CRM 1.2
process.

That said even the 1.2 process would be very bad if you had hundreds of
account names in your contacts.
=========================
John O'Donnell
Microsoft CRM MVP
http://www.microsoft.com/businesssol...community.mspx


"Taarsted" <Taarsted@discussions.microsoft.com> wrote in message
news:4D39739C-B171-4398-B7AF-6196711887AF@microsoft.com...
> Nice. But how do I get the list of account guids?
>
> /Taarsted
>
> "John O'Donnell" wrote:
>
>> In CRM 1.2 you could use an account name and the import process would let
>> you match up the name to an actual account in crm. With v3 this has
>> changed.
>> Now you have to get the list of account guids and add them to the
>> contact.
>> You can then import the contacts to accounts.
>>
>> However on a positive note I have tested the contact import to 15000
>> contacts in a single csv file which worked perfectly and did not take
>> very
>> long so the import process apart from the account issue is a good one
>>
>>
>> =========================
>> John O'Donnell
>> Microsoft CRM MVP
>> http://www.microsoft.com/businesssol...community.mspx
>>
>>
>> "Simon Hutson" <nomail@newsgroups.microsoft.com> wrote in message
>> news:eGrIIgq9FHA.3760@TK2MSFTNGP14.phx.gbl...
>> > The Parent Customer field needs to be the GUID of an existing Account
>> > or
>> > Contact, not a string containing the Name.
>> >
>> > Regards, Simon
>> >
>> > "Taarsted" <Taarsted@discussions.microsoft.com> wrote in message
>> > news:889B2097-6515-4218-BB02-4D41F8DC8BA1@microsoft.com...
>> >> Hi
>> >> I have problems importing contacts using bulk import - if I attempt to
>> >> connect them to their parent accounts.
>> >> I'm down to only importing 4 items with 3 fields - LastName, Parent
>> >> Customer
>> >> and FirstName.
>> >> It fails every time in all rows with "Data in row did not match the
>> >> import
>> >> type". As Parent customer I have a company name, which I importet
>> >> earlier.
>> >> I have no problems importing contacts, when not trying to relate them
>> >> to
>> >> a
>> >> compapany through "Parent Company"
>> >>
>> >> Can anyone help?
>> >>
>> >> Regards
>> >
>> >
>>
>>
>>

John/Taarsted,
It may be somewhat tedious, but at least you can now import accounts!
If you have a database you are importing from, then it should be a
relatively simple matter to create a table with the AccountID (GUID)
and AccountName in them, and join this table to the one with your
Contacts, on the Contact Name.

If you have your contact names in Excel, you can have one sheet with
the AccountID and Name as columns A and B, and then you can use the
"VLOOKUP" function to populate the AccountID column, again by matching
the AccountName fields from the two lists.

Certainly cheaper and faster than learning Scribe, if all you want to
do is import accounts and contacts... HTH,

Dave

-------------------------------------------------
David L. Carr, President
Visionary Software Consulting, Inc.
http://www.vscrm.com
971-327-6944

For a free, fully functional demo version of VAST, the Microsoft CRM
auditing solution, please visit
http://www.vscrm.com/vast_download_page.php

Hi,

I've been receiving the same error message when trying to do a bulk import
for leads, not contacts. I might be wrong but a lead should not require an
account setup already, therefore this error message is for some other reason?
I'm not sure, I'm making an assumption, and if anyone could help clarify this
problem, I'd really appreciate it, thanks.

"Dave Carr" wrote:

> John/Taarsted,
> It may be somewhat tedious, but at least you can now import accounts!
> If you have a database you are importing from, then it should be a
> relatively simple matter to create a table with the AccountID (GUID)
> and AccountName in them, and join this table to the one with your
> Contacts, on the Contact Name.
>
> If you have your contact names in Excel, you can have one sheet with
> the AccountID and Name as columns A and B, and then you can use the
> "VLOOKUP" function to populate the AccountID column, again by matching
> the AccountName fields from the two lists.
>
> Certainly cheaper and faster than learning Scribe, if all you want to
> do is import accounts and contacts... HTH,
>
> Dave
>
> -------------------------------------------------
> David L. Carr, President
> Visionary Software Consulting, Inc.
> http://www.vscrm.com
> 971-327-6944
>
> For a free, fully functional demo version of VAST, the Microsoft CRM
> auditing solution, please visit
> http://www.vscrm.com/vast_download_page.php
>
>

Is there a tool in this regard available from anyone? This is a slow tedious
process to say the least. But, this thread has been very helpful,

Thank you,




"John O'Donnell" <csharpconsulting@nospam-hotmail.com-nospam> wrote in
message news:uxkI2K19FHA.252@TK2MSFTNGP15.phx.gbl...
> for each contact you have in the csv file which I also assume has your
> account name..you will have to search in the accountbasetable for that
> accountname and get the guid that way.
>
> In reality this is going to be a very tedious process over the CRM 1.2
> process.
>
> That said even the 1.2 process would be very bad if you had hundreds of
> account names in your contacts.
> =========================
> John O'Donnell
> Microsoft CRM MVP
> http://www.microsoft.com/businesssol...community.mspx
>
>
> "Taarsted" <Taarsted@discussions.microsoft.com> wrote in message
> news:4D39739C-B171-4398-B7AF-6196711887AF@microsoft.com...
>> Nice. But how do I get the list of account guids?
>>
>> /Taarsted
>>
>> "John O'Donnell" wrote:
>>
>>> In CRM 1.2 you could use an account name and the import process would
>>> let
>>> you match up the name to an actual account in crm. With v3 this has
>>> changed.
>>> Now you have to get the list of account guids and add them to the
>>> contact.
>>> You can then import the contacts to accounts.
>>>
>>> However on a positive note I have tested the contact import to 15000
>>> contacts in a single csv file which worked perfectly and did not take
>>> very
>>> long so the import process apart from the account issue is a good one
>>>
>>>
>>> =========================
>>> John O'Donnell
>>> Microsoft CRM MVP
>>> http://www.microsoft.com/businesssol...community.mspx
>>>
>>>
>>> "Simon Hutson" <nomail@newsgroups.microsoft.com> wrote in message
>>> news:eGrIIgq9FHA.3760@TK2MSFTNGP14.phx.gbl...
>>> > The Parent Customer field needs to be the GUID of an existing Account
>>> > or
>>> > Contact, not a string containing the Name.
>>> >
>>> > Regards, Simon
>>> >
>>> > "Taarsted" <Taarsted@discussions.microsoft.com> wrote in message
>>> > news:889B2097-6515-4218-BB02-4D41F8DC8BA1@microsoft.com...
>>> >> Hi
>>> >> I have problems importing contacts using bulk import - if I attempt
>>> >> to
>>> >> connect them to their parent accounts.
>>> >> I'm down to only importing 4 items with 3 fields - LastName, Parent
>>> >> Customer
>>> >> and FirstName.
>>> >> It fails every time in all rows with "Data in row did not match the
>>> >> import
>>> >> type". As Parent customer I have a company name, which I importet
>>> >> earlier.
>>> >> I have no problems importing contacts, when not trying to relate them
>>> >> to
>>> >> a
>>> >> compapany through "Parent Company"
>>> >>
>>> >> Can anyone help?
>>> >>
>>> >> Regards
>>> >
>>> >
>>>
>>>
>>>
>
>