Hello!
I want to bulk update Contact information. I have about 1,000 contact record.
I have tried to export to Excel, update the spreadsheet, and then import it back, but all the records are marked as "failure" during the import. The import process sees each of these records as duplicates. Its true of course, these records are
all in the Contacts already, I want to do an update!
I am using CRM 2013. I did select the "Make this data available for re-importing by including the required column heading" when I exported. Still, when I did the import each and every record was marked as a duplicate.
What exactly is the system doing to know that we are performing an update and not a new import? Is there something I might be doing to the file to inadvertently cause the Excel file to be interpreted as all new records?
What determines the "primary key" used by the system to match up records for updating?
Thanks!
Marc