I recently exported the whole of my CRM database to an excel spreadsheet to be sent off and to another company and updated. I received the spreadsheet back but now I am unsure how I am going to reimport the data.
The issue is iI was unaware you had to tick the 'Make this data available for reimporting' option when exporting all the data. Because of this, whenever I upload the new updated spreadsheet it rejects all the accounts as duplicates instead of simply updating
them.
To solve this I tried re-exporting the whole of CRM and then updating the columns one by one, by copying the columns from the new updates spreadsheet, into the exported one, with the aim of reimporting this spreadsheet. However, since this data has come
back certain accounts have been deleted, so the columns, such as address and primary contact, end up being out of line with the account name.
The only way around this I can see is exporting the accounts from CRM about 50 at a time, updating the information in that selection, and reimporting them. Although this works, our CRM database has 10,000 accounts and as only I know how to do it, it is going
to take a hell of a long time.
I was just wondering if anyone else had any other ideas relating to how I could update all 10,000 accounts at once, instead of having to do them 50 at a time. I do hope all this makes sense, do feel free to ask for clarification
