2452922 - Target Group is Created without Members via Microsoft Excel Add-In

• When you create Target Groups via Microsoft Excel Add-In by maintaining only Contacts on the excel, a Target Group is created but without members due to an error
• Error message: Adding member not possible; contact 123 is not an individual.

SAP Cloud for Customer

Pre-Requisite: The Microsoft Excel Add-In needs to be downloaded and installed.

1. Go to the Sales Campaign work center
2. Go to the Target Groups work center view
3. Click New from Microsoft Excel in More
4. Click Download
5. Maintain only Contacts on the downloaded file (e.g. Contact ID 123)
6. Click Save data to Workbook in SAP
7. Go to the Target Group work center view

Result: A Target Group is created but without members.

Associated Account is also required on the Excel to create Target Groups with members via Microsoft Excel Add-In, and this is the standard behavior of the system.

• To add a contact to a Target Group via Microsoft Excel, it is necessary to provide both the Contact ID and the ID of the Associated Account on the Excel template, and providing only the Contact ID is not sufficient
• When adding an Accounts or an Individual Customers to create Target Groups via Microsoft Excel Add-In, it is sufficient to maintain only the Account ID or Individual Customer ID

• KBA 2741200 - Unable to Upload Members in Target Groups via Upload From File due to an error: Please check delimiter; they are either wrong or missing. Only semicolon, comma or tabulator are allowed.
• KBA 2465670 - Unable to Upload Members in Target Groups via Upload From File
• KBA 3612133 - Unable to Update Members in Target Group By Using Microsoft Excel Add-In

target group, without member, member, excel, add-in, add-on, Adding member not possible, contact, ,is not an individual, , KBA , LOD-CRM-MKT-TG , Target Groups , How To

SAP Cloud for Customer add-ins all versions ; SAP Cloud for Customer core applications all versions