importing records using a unique primary key RRS feed

  • Question

  • Every account record in our system(crm 5.0) has a unique account number.
    We want to import contract records from crm 3.0 to crm 5.0 online. The Customer name in the contract record is not necessarily the same as the account name (e.g the contract might contain a customer name like  "xyz corporation " while the account record would contain "xyz corporation ltd" although they both refer to the same thing.
    How should I use the unique account number (which is also stated in each contract record) during import so that the customer name field is populated with the right customer name ?

    Tuesday, May 8, 2012 4:38 AM


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