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bulk import wizard RRS feed

  • Question

  •  

    Hi All,

     

            i want to import data from excel file into company entity in crm3.0. i have the following fields :

    1.company name

    2.address line1,2,3

    5.city

    6.state/county

    7.country

    8.country if other

    9.switchline

    10.postcode

    11.currency

    12.relation

    13.industry

     

    i could able to do it using bulk import wizard in crm3.0.

     

    can anybody help me out to achieve this using crm3.0 and also suggest me a way to find the duplicate detection of records in crm3.0 database.

     

    Thanks

    lokesh

    Thursday, July 24, 2008 11:42 AM

Answers

  • There is no duplicate detection capability in CRM 3.0.  You can achieve it with an add-on product, like c360 (www.c360.com) , or use Scribe Insight (www.scribesoft.com).   The import utility in 3.0 is very limited--it will import duplicates if there are duplicate records.

     

    There are two compelling reasons in your question to upgrade to 4.0:

    1.  Very strong, configurable duplicate detection.

    2.  Significantly improved import utility.

     

    Thursday, July 24, 2008 2:15 PM
    Moderator