Importing contacts for various users

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Is there a way to use the import procedure to bring multiple user's contacts
into MS CRM at one time? In my tests, the account owner defaults to the
logged in user at the time of the import.

Thanks,

David
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RE: Importing contacts for various users by MattNC

MattNC
Sat Jul 09 11:24:02 CDT 2005

The import tool in the web GUI lets you import .csv files, so you could just
export each Outlook address book into a csv file. Add columns in it for owner
name, and then when you import them you can map the owner name column to the
user in CRM (make sure you set up each user first in CRM). You will be
prompted to do a lookup to match each owner name with the user. If you have a
column in the contact.csv that has the company name, you can map that to an
account as well, assuming the account is already in CRM.
HTH
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"David Cenapp" wrote:

> Is there a way to use the import procedure to bring multiple user's contacts
> into MS CRM at one time? In my tests, the account owner defaults to the
> logged in user at the time of the import.
>
> Thanks,
>
> David
Top

RE: Importing contacts for various users by Kishore

Kishore
Wed Jul 19 12:08:01 CDT 2006

Hi Matt,

I can not see a target field "owner" during mapping phase of import. Is
there a way that can be exposed ?

Thanks
Kishore


"MattNC" wrote:

> The import tool in the web GUI lets you import .csv files, so you could just
> export each Outlook address book into a csv file. Add columns in it for owner
> name, and then when you import them you can map the owner name column to the
> user in CRM (make sure you set up each user first in CRM). You will be
> prompted to do a lookup to match each owner name with the user. If you have a
> column in the contact.csv that has the company name, you can map that to an
> account as well, assuming the account is already in CRM.
> HTH
> --
> Matt Wittemann
> http://icu-mscrm.blogspot.com
>
>
> "David Cenapp" wrote:
>
> > Is there a way to use the import procedure to bring multiple user's contacts
> > into MS CRM at one time? In my tests, the account owner defaults to the
> > logged in user at the time of the import.
> >
> > Thanks,
> >
> > David
Top

RE: Importing contacts for various users by MattNC

MattNC
Wed Jul 19 12:39:01 CDT 2006

That was a very old post referring to the import process for CRM 1.2. In 3.0,
you won't be able to map to the user, however, you can still follow the same
technique, just map the username to a custom field on the contact form. Then
use Advanced Find in the CRM UI to locate each user's contacts and assign
them to the appropriate user.
--
Matt Wittemann, CRM MVP
http://icu-mscrm.blogspot.com


"Kishore" wrote:

> Hi Matt,
>
> I can not see a target field "owner" during mapping phase of import. Is
> there a way that can be exposed ?
>
> Thanks
> Kishore
>
>
> "MattNC" wrote:
>
> > The import tool in the web GUI lets you import .csv files, so you could just
> > export each Outlook address book into a csv file. Add columns in it for owner
> > name, and then when you import them you can map the owner name column to the
> > user in CRM (make sure you set up each user first in CRM). You will be
> > prompted to do a lookup to match each owner name with the user. If you have a
> > column in the contact.csv that has the company name, you can map that to an
> > account as well, assuming the account is already in CRM.
> > HTH
> > --
> > Matt Wittemann
> > http://icu-mscrm.blogspot.com
> >
> >
> > "David Cenapp" wrote:
> >
> > > Is there a way to use the import procedure to bring multiple user's contacts
> > > into MS CRM at one time? In my tests, the account owner defaults to the
> > > logged in user at the time of the import.
> > >
> > > Thanks,
> > >
> > > David
Top

RE: Importing contacts for various users by jNet

jNet
Thu Mar 29 16:04:02 CDT 2007

Forget Advanced Find -- Having problems importing your Contacts from ACT into
Microsoft CRM 3.0 and getting them to relate to your Accounts? I can send you
simple, easy to follow instructions on how to do this. Just send a request to
jNetMCP@gmail.com.
--
jNetMCP
"Nothing but the best"


"MattNC" wrote:

> That was a very old post referring to the import process for CRM 1.2. In 3.0,
> you won't be able to map to the user, however, you can still follow the same
> technique, just map the username to a custom field on the contact form. Then
> use Advanced Find in the CRM UI to locate each user's contacts and assign
> them to the appropriate user.
> --
> Matt Wittemann, CRM MVP
> http://icu-mscrm.blogspot.com
>
>
> "Kishore" wrote:
>
> > Hi Matt,
> >
> > I can not see a target field "owner" during mapping phase of import. Is
> > there a way that can be exposed ?
> >
> > Thanks
> > Kishore
> >
> >
> > "MattNC" wrote:
> >
> > > The import tool in the web GUI lets you import .csv files, so you could just
> > > export each Outlook address book into a csv file. Add columns in it for owner
> > > name, and then when you import them you can map the owner name column to the
> > > user in CRM (make sure you set up each user first in CRM). You will be
> > > prompted to do a lookup to match each owner name with the user. If you have a
> > > column in the contact.csv that has the company name, you can map that to an
> > > account as well, assuming the account is already in CRM.
> > > HTH
> > > --
> > > Matt Wittemann
> > > http://icu-mscrm.blogspot.com
> > >
> > >
> > > "David Cenapp" wrote:
> > >
> > > > Is there a way to use the import procedure to bring multiple user's contacts
> > > > into MS CRM at one time? In my tests, the account owner defaults to the
> > > > logged in user at the time of the import.
> > > >
> > > > Thanks,
> > > >
> > > > David
Top

RE: Importing contacts for various users by MADV1457

MADV1457
Wed Jun 13 07:47:01 CDT 2007

Hey there,
Would it be possible to send me the instructions? madv1457@hotmail.com.

Thanks for the help!
Mark

"jNet" wrote:

> Forget Advanced Find -- Having problems importing your Contacts from ACT into
> Microsoft CRM 3.0 and getting them to relate to your Accounts? I can send you
> simple, easy to follow instructions on how to do this. Just send a request to
> jNetMCP@gmail.com.
> --
> jNetMCP
> "Nothing but the best"
>
>
> "MattNC" wrote:
>
> > That was a very old post referring to the import process for CRM 1.2. In 3.0,
> > you won't be able to map to the user, however, you can still follow the same
> > technique, just map the username to a custom field on the contact form. Then
> > use Advanced Find in the CRM UI to locate each user's contacts and assign
> > them to the appropriate user.
> > --
> > Matt Wittemann, CRM MVP
> > http://icu-mscrm.blogspot.com
> >
> >
> > "Kishore" wrote:
> >
> > > Hi Matt,
> > >
> > > I can not see a target field "owner" during mapping phase of import. Is
> > > there a way that can be exposed ?
> > >
> > > Thanks
> > > Kishore
> > >
> > >
> > > "MattNC" wrote:
> > >
> > > > The import tool in the web GUI lets you import .csv files, so you could just
> > > > export each Outlook address book into a csv file. Add columns in it for owner
> > > > name, and then when you import them you can map the owner name column to the
> > > > user in CRM (make sure you set up each user first in CRM). You will be
> > > > prompted to do a lookup to match each owner name with the user. If you have a
> > > > column in the contact.csv that has the company name, you can map that to an
> > > > account as well, assuming the account is already in CRM.
> > > > HTH
> > > > --
> > > > Matt Wittemann
> > > > http://icu-mscrm.blogspot.com
> > > >
> > > >
> > > > "David Cenapp" wrote:
> > > >
> > > > > Is there a way to use the import procedure to bring multiple user's contacts
> > > > > into MS CRM at one time? In my tests, the account owner defaults to the
> > > > > logged in user at the time of the import.
> > > > >
> > > > > Thanks,
> > > > >
> > > > > David
Top