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Mass updating contacts into CRM 3.0 via CSV file RRS feed

  • Question

  • Hi All,

    Our company is working with CRM 3.0. Updating contact information (adress, direct marketing response, name etc) has been outsourced to a 3rd party. They are sending us the updates in a CSV file, and we would like to import that data into the CRM contacts. So not replacing excisting ones but only uploading the changes. Does anyone know how we can mass upload these changes into the excisting CRM contacts?

    Thanks in advance and if I need to explain the issue more in depth please let me know.

    Alain
    Monday, September 21, 2009 12:56 PM

Answers

  • As far as I know this can only be done by creating a custom import tool or using something like Scribe. Certainly the import wizard isn't going to help you.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    http://leontribe.blogspot.com/
    or hear me tweet @leontribe

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Monday, September 21, 2009 1:23 PM

All replies

  • As far as I know this can only be done by creating a custom import tool or using something like Scribe. Certainly the import wizard isn't going to help you.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    http://leontribe.blogspot.com/
    or hear me tweet @leontribe

    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Monday, September 21, 2009 1:23 PM
  • We do this from time to time using C360's Import Manager. The trick is to EXPORT the accountID (or any unique record ID) to the file before sending to the 3rd party. After they make their updates & send you the CSV file, they also need to send you the accountID. Then using Import Manager, you import/update, matching the accountID key, so it does not create duplicate records.  I hear CRM 4.0 has tools to do this.

    "I refuse to join any club that would have me as a member" - Groucho Marx
    Monday, September 21, 2009 8:04 PM
  • Hi All,

    Our company is working with CRM 3.0. Updating contact information (adress, direct marketing response, name etc) has been outsourced to a 3rd party. They are sending us the updates in a CSV file, and we would like to import that data into the CRM contacts. So not replacing excisting ones but only uploading the changes. Does anyone know how we can mass upload these changes into the excisting CRM contacts?

    Thanks in advance and if I need to explain the issue more in depth please let me know.

    Alain

    Hi Alain,

    This information might be somewhat late, but there is a solution based on SQL Server Integration Services. It is called CozyRoc SSIS+ and it includes adapters for Dynamics CRM. The platform already includes adapters for working with CSV files, so you can easily integrate the two systems together. The CozyRoc SSIS+ library is very affordable and you can find more information it here.


    SSIS Tasks Components Scripts Services | http://www.cozyroc.com/
    Tuesday, April 26, 2011 9:31 PM