How To Import Microsoft Dynamics Accounts via CSV

Objective

Import accounts from Microsoft Dynamics into Outreach via CSV as an Outreach admin. 

Applies To

Outreach Admins

Procedure

Before You Begin

Before completing this process, ensure Admins do both of the following:

1. Create and map fields: Custom ID <> Account ID
2. Export a CSV Account Report from Microsoft Dynamics

To Import Microsoft Dynamics Accounts via CSV

1. Access the Outreach Platform. 
2. In the upper right, click the Actions button > Bulk Create. 
   
3. On the What do you want to import? landing page, click the Accounts tile. 
4. Find and select the applicable CSV file from your computer.
5. On the Configure Fields landing page, confirm the fields are correct and click to enable the Assign Account option as applicable.
   Note: Click and select the applicable options from the dropdown menus to the right of each field to make changes.
6. Click Next. 
7. On the Fields Overrides landing page, select the applicable option from the What to do with duplicates?: dropdown menu. 
8. Complete the remaining fields as applicable and click Next.
9. On the Perform landing page, click Start Import.Result: Record data imports into the Outreach Platform.
10. Select all accounts as applicable.
11. Click the More Options (...) icon and select the Synchronize with Dynamics option. 
12. On the Synchronize Account window, select Pull down data from Dynamics option. 
13. Click to enable the Skip plugin filters and conditions, and Force update of all fields options as applicable. 
14. Click Sync.