Importing multiple Excel files... RRS feed

  • Question

  • Is it possible to import multiple Excel files into a database non-concurrently, e.g. I have an excel file on Monday that has 500 records, then I have another Excel file on Wednesday with 250 records, can I import them into the same database? Or, if I add the records from the second Excel file into the first and import the new Excel file with 750 records, would any changes I made from within the CRM to the existing 500 records be kept?
    Thursday, July 10, 2014 1:12 PM


  • Imports work as inserts unless you've first exported the data using the option to re-import so you get the records's unique identifier. Otherwise CRM wouldn't know which record to update.

    Jason Lattimer
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    Thursday, July 10, 2014 1:49 PM