Download a template for data import

Note

If you have enabled Unified Interface only mode, before using the procedures in this article do the following:

1. Select Settings () on the navigation bar.
2. Select Advanced Settings.

   

Whether your data is stored in spreadsheets, databases, or other systems, you'll want to import the data into Dynamics 365 Customer Engagement (on-premises) so you can keep track of all your customer information in one place. You use templates for importing many types of records, such as accounts, leads, or cases. There is a complete list in the Templates for Data Import wizard.

1. Make sure you have the System Administrator security role or equivalent permissions.

   Check your security role

   • Follow the steps in View your user profile.

   • Don’t have the correct permissions? Contact your system administrator.

2. Go to Settings > Data Management.

3. Choose Templates for Data Import.

4. In the Templates for Data Import dialog box, choose the record type that you want to download the template for, and then select Download.

5. In the file download box, click Save or Save as and navigate to a location for the file.

6. Choose Close.

See also

Import accounts, leads, or other data
Import contacts