Data Import - Does it create Contacts and associations when importing an Account with Contact?

Jul 20, 2009 at 7:07 AM

Hi there,

I am looking for a solution to importing data into CRM. We have existing Accounts and Contacts and have some new data to import from Excel.

The new data in Excel is mainly Account data but has contact information as well. E.g.
Company Name, Address, Contact First name, Contact Surname, Email, etc

What is required is to import this data and;
1. If there is an Account with the same name in CRM, then just update that Account otherwise add a new Account
2. If there is an existing Contact with the same name in CRM, then just update the Contact and create the relationship (if not already created) between the Account and the Contact, otherwise create a new Contact and the relationship with the Account.

Is there an existing tool to do this? If not we will need to custom code it.

thanks

Sep 23, 2009 at 8:42 AM

Matt

Did you find a solution to this at all? We're about to embark on a similar project with moving a legacy system over to our current CRM. Where you able to use this tool for the job or did you eventually have to code this up separately?

Thanx

Steven

Sep 23, 2009 at 10:29 AM

Hi Steven,

I coded one up myself in the end. Basically it uses the CRM Rule engine (that is configurable in the UI) to determine if the Account/contact exists or not and whether to add new or import.

Matthew Cahill
Technical Director

Vivid Group

From: u101440 [mailto:notifications@codeplex.com]
Sent: Wednesday, 23 September 2009 3:42 PM
To: Matt Cahill
Subject: Re: Data Import - Does it create Contacts and associations when importing an Account with Contact? [MSCRMimport:62927]

From: u101440

Matt

Did you find a solution to this at all? We're about to embark on a similar project with moving a legacy system over to our current CRM. Where you able to use this tool for the job or did you eventually have to code this up separately?

Thanx

Steven

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