CRM address automation RRS feed

  • Question

  • Hi,

    I have a list of CRM customer names in Excel, and I would like to export their addresses from CRM.  Is there a script for extracting address information for a long list of names, instead of having to individually copy and paste names into the search query and then manually copy and pasting addresses into Excel. 

    Thank you,


    Friday, December 19, 2014 11:41 PM


  • Hello B,

     You could export the customer name and the address details from CRM into an excel worksheet, add the list of customer names onto another worksheet. There is a function in excel called vLookup using which you can join your excel data worksheet and CRM data worksheet(copied into the excel).

    Please see the details of the function below.




    Sunday, December 21, 2014 10:43 AM