Views:

What 

This article fast-tracks you to the official Microsoft guidance for the bulk importing of data from an external source into Dynamics 365, which powers Mercury.

NOTE: The instructions in this article can only be carried out by your organisation's System Administrator.

 

Consideration

The information that you are about to read describes Microsoft tools - they are not Mercury applications. We need to point out that you need to clearly understand the routines that you will be carrying out and the purposes they serve when using these Microsoft tools. Data import routines need to be performed in a very considered manner - data integrity issues can be caused relatively quickly if mistakes are made during any bulk import process.

The guide from Microsoft below provides instructions on how to use the tools, and there is also a lot of additional online content available.

Alternatively, Mercury have a specialist Data team who can provide data services if you don't feel confident using the Microsoft tools. Your Mercury Customer Success Manager will be able to assist you with additional data services and related questions.
 

Where 

See the Microsoft article link below - again, for System Administrators only.
 

How 

This guide from Microsoft explains the functionality of how to import data in bulk.