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Consolidating Lead Data from 2 separate Excel Spreadsheets RRS feed

  • Question

  • I have 2 separate excel spreadsheets with lead data that I want to import into CRM.  Many of the leads are duplicates between the spreadsheets with attributes unique to each spreadsheet; i.e, Spreadsheet 1 has 500 leads with number of empolyees, spreadsheet 2 has 850 leads with no employee number data.  What is the easiest way to import this data insureing that the employee data from spreadsheet 1 integreates to the correct lead in spreadsheet 2?
    Thursday, March 3, 2011 4:05 AM

Answers

  • using the straight forward way :-) combine the two excel into one using VLookup function in Excel, then import the leads from one excel file into CRM.


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    • Marked as answer by Enlit10ed One Friday, March 4, 2011 12:51 AM
    Thursday, March 3, 2011 6:52 AM