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Import data from excel sheet with new columns in CRM 2013 Online RRS feed

  • Question

  • I previously imported data from an excel sheet into CRM that had around a dozen columns in it. At that time some of those columns were empty. Now that excel sheet has been updated to include values in those previously empty columns. How do I import only those newly updated columns in excel sheet to update their respective CRM records? Is their a way of importing them without creating duplicates and anyway messing up the records in CRM?
    Friday, September 12, 2014 2:26 PM

Answers

  • You won't be able to use the same file - you'd have to export the same records (with the option to re-import), make the changes and then re-import. 


    Jason Lattimer
    My Blog -  Follow me on Twitter -  LinkedIn

    Friday, September 12, 2014 4:00 PM
    Moderator

All replies

  • You won't be able to use the same file - you'd have to export the same records (with the option to re-import), make the changes and then re-import. 


    Jason Lattimer
    My Blog -  Follow me on Twitter -  LinkedIn

    Friday, September 12, 2014 4:00 PM
    Moderator
  • Thank you Jason and sorry for the late reply due to weekend. 

    This definitely works. On the other hand is there another way of updating the columns in CRM Online 2013?
    Monday, September 15, 2014 7:57 AM