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Best way to import leads with multiple contacts for same account without duplicates

  • 1.  Best way to import leads with multiple contacts for same account without duplicates

    TOP CONTRIBUTOR
    Posted 17 days ago
    I have a ton of lists to import in CRM as leads, however I noticed that there are multiple lines with contacts belonging to the same account. I know my duplicate rules will fail these and not import. I dont know the best way around this because if I remove all my duplicate rules then wont it upload the same account to CRM multiple times? I dont want to have multiple accounts with the same location.
    Help!

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    Heather L
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Best way to import leads with multiple contacts for same account without duplicates

    GOLD CONTRIBUTOR
    Posted 16 days ago
    Heather,

    If you're importing into the "lead" entity and then will be following a "Qualify Lead" type approach, the key to this would be adding an interim step.

    When you qualify a lead it will make a new account and contact - but if you have the fields "Parent Account for lead" and "Parent Contact for lead" set as lookups to existing accounts, it will not make new ones and will instead add them to the existing ones.

    Hope that helps somewhat

    Thanks,

    Matt


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    Matt Beard
    Senior Software Engineer
    Data8
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Best way to import leads with multiple contacts for same account without duplicates

    Posted 16 days ago

    Hi Heather,

    Matt makes a good point about the "Parent Account for lead" and "Parent Contact for lead".

    Often the greatest challenge though is getting the required GUID's for the Parent Account and Parent Contact onto the Lead record, so that as your import your Leads they are correctly linked to your existing Accounts or Contacts.

    If you need help with this, we will be pleased to help, we have both the technology and the processes for matching across entities, so you correctly associate your Leads to your existing Account and Contact records.



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    Martin Doyle
    DQ Global
    United Kingdom
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Best way to import leads with multiple contacts for same account without duplicates

    TOP CONTRIBUTOR
    Posted 16 days ago
    thanks everyone- it actually imported correctly! whew. I wasnt sure because in the past I always had issues but only current duplicates errored off this time.

    Great advice and tips for future though!

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    Heather L
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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