Updating Data
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Tuesday, July 15, 2008 6:08 PM
I imported a bunch of leads and for some reason I must have mapped the address wrong. So it did not import the street address.
I have to original file with all the information and need to know how I can update my lead information that is in CRM. I am running CRM4.
One issue is the file that I used to originally import all the leads was deleted. So all I have is the original file which I created my file to update the leads. "all I did for the import file was delete the fields that I was not going to use"
Also there has been leads that have been deleted from CRM since this export.
All I want to do it be able to get a CSV file with the Leads telephone number have it look for that then update the Street Address with the correct information.
Can someone please help.
Mike L
All Replies
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Tuesday, July 15, 2008 8:26 PMModerator
The import utility does not update existing records--it just adds new records. You will need to delete the existing leads and reimport.
Scribe Insight (www.scribesoft.com) can do updates.
- Marked As Answer by Ronald LemmenMVP, Moderator Sunday, April 26, 2009 2:19 PM