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Import data into Dynamics 365 Sales
Article
10 minutes to read
Cheers.
Bring customer and sales information quickly into your app by importing it. Dynamics 365 Sales processes import in the background. After an import completes, you tin can review which records succeeded, failed to import, or were partially imported. To set the records that failed to import, export them into a separate file, fix them, and and then try to import them again. You can delete all records associated with an import.
License and office requirements
License
Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional More information: Dynamics 365 Sales pricing
Security roles
Organisation Administrator, Sales Manager, Sales Professional Manager, and above See Predefined security roles for Sales
Supported file types and sources
You tin import data from the following file types and sources:
Comma-separated value (CSV) files.
Microsoft Excel templates bachelor in Dynamics 365 Sales.
XML (Supported only for Sales Premium and Sales Enterprise)
Commutation
Import information
Depending on the Dynamics 365 Sales license you have, select i of the following tabs for specific information:
Sales Premium and Sales Enterprise
Sales Professional person
From the Sales Hub app, select the Settings icon , and and so Advanced settings.
Follow the instructions in How to import information to import information into Dynamics 365.
Prepare your file for import
Follow these guidelines to brand sure that your file imports successfully:
Store records for each record type in a separate file.
Brand sure that the file is in ane of the post-obit formats:
Comma-separated value (CSV) file, a information file with a .csv file extension. Typically, a CSV file consists of fields and records, stored as text, in which the fields are separated from 1 some other by commas.
Excel template.
If your import file is a CSV file, make sure that it is correctly delimited. You can use double quotation marks (") or unmarried quotation marks (') equally data delimiters.
Make sure that the first line of a file contains the column headings.
Edit your file and add column headings (text used in the first row of a spreadsheet or file that labels the data in each cavalcade) if they are not already present.
Note
Make sure that the CSV file does non comprise:
Multiple lines in the first line (header row).
Quotation marks in the first line. In Dynamics 365 Sales Professional, quotation marks are used as information delimiters.
Data separated with a semicolon (;) or comma (,). In Dynamics 365 Sales Professional, semicolons and commas are used every bit field delimiters.
Important
To import files apace, information technology helps to have your column headings match the brandish name of the fields in Dynamics 365 Sales. This volition help in the automatic mapping of data while you import. (The display name is a label that is used by default when an attribute is displayed on a form, in a list, or in a report. The Display Name field for each attribute can be changed in the Customization surface area by a user with an appropriate security role.)
Brand sure information exists for all business-required fields.
A record will import but if all Dynamics 365 Sales business-required fields are mapped and if the data exists in each of the source columns that are mapped to the required fields. (Business-required fields are attributes that are required before a record can be saved. Required fields are marked with an asterisk.) Yous can either determine the required fields in advance or identify missing required mappings during the import. In either case, brand sure you include the required information in each record.
To determine which fields are business-required, open the grade for the record blazon as if yous were creating a new record, and identify fields that are marked with a red asterisk (*).
The post-obit list shows default business organisation-required fields for commonly imported record types:
Account: Account Name
Contact: Last Proper noun
Lead: Topic, Last Name, Company Name
Product: Default Unit, Unit of measurement Grouping, Decimals Supported
Example showing sample leads to import:
The post-obit example shows what the data might await like for a CSV file containing leads to import. The first line contains the field names, and the remaining lines are imported every bit data.
`Visitor,Last Name,First Name,Topic,Email,Mobile Phone` `"Coho Winery""Glynn""Jim""New store opened""someone@example.com""555-555-0112"` `"Run a risk Works""Anderson""Nancy""Components""555-555-0171"`
Note
By default, the maximum size of the files that yous can import is eight MB.
Import records from an Excel template
In the site map, select Sales Settings. Under Standard settings, select Import data.
On the Import Information page, in the Data Blazon drop-downwards list, select the record type you desire to import the data for. In the File Blazon drop-downward list, select Excel, and so select Start Import.
Select Browse to upload a file.
Select Side by side.
All the fields in your source file are automatically mapped. Select Finish Import.
Import records from a CSV file
In the site map, select Sales Settings, and under Standard settings, select Import data.
On the Import Data folio, in the Information Blazon driblet-downward list, select the record type you desire to import the data for. In the File Type drop-down listing, select CSV, and so select Start Import.
To brand certain that the import is successful, follow the steps in "Set your file for import".
Select a file to upload. Only a comma-separated value file and an Excel template file is supported.
Select Side by side.
If you lot have an alternate key defined, select information technology from the Alternate Key drop-down list.
The alternate key is used to uniquely identify and update records during import instead of using the master fundamental. Some external information systems do not store primary keys. In such cases, an alternate cardinal tin be used to uniquely place records.
In the Data Delimiter drop-downward list, select the data delimiter that you lot've used in your CSV file.
Select Review Mapping.
In the Review Mapping page, review how your column headings are mapped to the fields in Dynamics 365 Sales Professional.
By default, the Primary Fields section of the wizard shows all the required fields for the entity that must be mapped for the data to import successfully on the left side.
Annotation
If you lot've selected an alternate key, all the fields of the alternate central besides become required fields and must exist mapped.
If the cavalcade headings of your source file lucifer the field brandish names, these fields will be automatically mapped. All the mapped fields will exist shown with a green check marking.
If the column headings don't match, the unmapped fields will be shown with a cherry assertion point. Select a Dynamics 365 field to map to the unmapped column heading of your file.
Tip
To quickly filter on only the unmapped fields, select Unmapped from the Map Attributes driblet-down list.
In the Optional Fields section, the left side shows the cavalcade headings in your source file. If the cavalcade headings match the field display names, the fields will be automatically selected in the corresponding drop-down lists.
If the cavalcade headings don't friction match, the unmapped fields will be shown with a ruby-red assertion marking.
Select a Dynamics 365 Sales Professional person field to map to the unmapped column heading of your file. You can also select Ignore from the drop-downwards list. If you select Ignore for a column, the information in that column won't exist imported into Dynamics 365 Sales Professional.
While importing your information, if whatsoever column in your source file includes a stock-still ready of values, yous must map the column to a field of Option Set blazon. A column of this type has values such as "Yep" or "No," or "Hot," "Warm," or "Cold." To practice this, select the icon side by side to the selection set field. The Option set mapping section opens:
For each Source Selection Values item, select an detail from the Dynamics 365 Option Values list to map information technology, and and then select OK.
When you are mapping the source values to items in the Dynamics 365 Option Values listing, the Import Data wizard temporarily adds the items from the source values to the Dynamics 365 Option Values list. Yous can map the source listing values to the existing options in Dynamics 365 or to the added values. If you lot map to ane of the added values, these new values are created in Dynamics 365 Sales Professional person.
For example, your source values and the Dynamics 365 target values could have the following values earlier the import starts:
Source values
Dynamics 365 Sales Professional target values
Low
Cold
Loftier
Warm
Hot
During the import, the Import Data Wizard adds the source values to the Dynamics 365 target values:
Source values
Dynamics 365 Sales Professional person target values
Low
Common cold
High
Warm
Hot
Low
High
You lot can map "Low" in the source values to "Cold" in the Dynamics 365 target values. Also, you can map "High" in the source values to "Loftier" in the Dynamics 365 target values.
Based on these mappings, the Import Data wizard creates "High" as a Dynamics 365 target value. Information technology does not create "Low" every bit a Dynamics 365 target value because you did not map any source value to the added Dynamics 365 target value of "Low".
Note
You can also map a column in your source file to a field of type Two Options and Multiselect Pick Set (where a field can have multiple values). Y'all must map each Source Option Values to the items in the Dynamics 365 Pick Values list. When mapping to a field of blazon Multiselect Choice Ready, if your source file includes values that aren't bachelor in Dynamics 365 Sales Professional, new values won't exist created.
If some data in your source file references other existing records in Dynamics 365 Sales Professional, yous must map the column in the source file to a lookup field of Dynamics 365 Sales Professional.
For example, say you lot want to import the file Leads.csv that contains customer records. The Customer column in the Leads.csv contains the associated account or contact information.
To do this, select the icon adjacent to the lookup field. The Lookup Reference section opens and lists the related entities to the current entity. For each entity, select the fields to search during import to retain the relationships between the records, and so select OK.
To salve these mappings as a information map, enter a name in the Name your data map box.
You can just select this information map when you want to import similar data in the future. The data map maps data based on the mappings you've divers earlier.
Select Finish Import when you have mapped each cavalcade from the source file to a Dynamics 365 Sales Professional field or have selected Ignore in the list under Dynamics 365 Entity Fields.
View the results of an import, and correct errors
You must look for an import task to consummate earlier you can repair failures.
In the site map, select Sales Settings, and under Standard settings, select Import data.
On the Import Data folio, the Import log section shows the jobs for all the imports.
Monitor the progress of the import.
The Condition cavalcade shows the status of the import. The status progresses through these values:
Submitted
Parsing
Transforming
Importing
Completed
Afterwards the import is consummate, the Success, Errors, and Partial Failures columns prove the number of records that were successfully imported, failed to import, or were partially imported.
Open up the import file to view the records that did not import or were partially imported. Open the import file record.
Select appropriate tabs to run into data about failures, success, or partial failure of records during import.
On the Failures tab, export rows that failed to import to a new CSV file. Select Export Fault Rows. You can correct the errors in this file, and so import it.
Delete imported records
In the site map, select Sales Settings, and nether Standard settings, select Import data.
Import jobs for all the imports appear in the Import log section.
Select the import file that you lot want to delete, followed by one of the following actions:
Delete import source file. This deletes the import log file and its details.
Delete imported records. This deletes all records that were imported from the selected file.
Delete All. This deletes the import file along with the records that were imported from the import file.
Can't find the options in your app?
In that location are two possibilities:
You lot don't take the necessary license or part to perform the steps.
Your organisation might be using a custom app and hence the site map and UI volition be different. Check with your administrator for the exact steps. The steps described in this documentation are specific to the out-of-the-box Sales Hub or Sales Professional app.
Run across also
Consign information to Excel Export sales records to PDF
, and and so Advanced settings.
icon side by side to the selection set field. The Option set mapping section opens:
icon adjacent to the lookup field. The Lookup Reference section opens and lists the related entities to the current entity. For each entity, select the fields to search during import to retain the relationships between the records, and so select OK.
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