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Import Data With Parent Field RRS feed

  • Question

  • Since it is quite inefficient to add and modify data in CRM we often do this process through Excel sheets (import new data or export/modify/import). However, importing can also be quite cumbersome if a parent field has to be set. For instance take the account/order relationship. When we add new orders we have to set the field Customer (Account). This requires us to look up the account for each order entry to make sure it exactly matches with the account name.

    Is there an easier way to do this? Ideally, we could start typing in the excel sheet and it will show us all accounts that match with what we have typed so far. Is there any solution to make entering a lookup value easier?

    Friday, January 10, 2014 10:13 PM

Answers

  • Hi,

    I have not seen a solution which could load the lookup field in Excel. It may be doable, but requires some kind of customization and coding. Instead of this complicated solution, you could use editable grids. There are a couple of solutions for CRM which gives you editable grids just like Excel. Google it to see if they could help you.

    Saturday, January 11, 2014 6:37 AM
    Moderator