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CRM 4: Updating Company/Contact records from imported data RRS feed

  • Question

  • We have some data in a CSV file to import into CRM.

    Some rows will be for contacts and companies which do not already exist in our CRM, and can be imported fine.

    Others will be an update to existing CRM contacts/companies. If we import as leads, we could convert to create duplicate records and then merge them. There are lots so that would be slow and painful!

    Is there a better way to update existing records?

    I have seen something about using powershell, but I don't know if it will work for CRM 4?

    Tuesday, September 29, 2015 12:08 PM

All replies

  • I don't think PowerShell is relevant to this. Sometime I ago, I wrote this up http://www.fkbase.info/node/56 which might help you,

    Do let me know if it works.

    Tuesday, September 29, 2015 10:31 PM
    Moderator
  • Thanks Feridun, I was aware of that method but was hoping for an easier/less manual way as there are quite a lot of records to update.
    Wednesday, September 30, 2015 8:48 AM
  • I would follow procedure:

    1. Export all contacts and/or companies from CRM

    2. match them with your csv using excel formulas like vlookup or index/match

    3. split data for two parts (new records which you can import and existing records which you need to update)

    Kind regards.

    KG


    My Dynamics CRM Blog: http://bovoweb.blogspot.com

    Monday, October 5, 2015 10:58 PM