Updating records using importing data RRS feed

  • Pergunta

  • Hi people,

    Please, help me with the following doubt.

    I have an Excel plan which contains about 2000 leads information to updates in CRM.

    Is it possible to import it to update? I don't want to create any lead, because they already exist. I only want to update a field with an especific data from an Excel file.

    I'm trying to use the automatic importation, but if I activate de "detect duplicates" rules, nothing is imported. If I turn off de detection, the Leads are duplicated.

    What is the right way to do it?

    Thanks in advance!



    quinta-feira, 31 de março de 2011 14:13