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I am trying to update a text box for certain accounts in CRM through the import wizard, but i am ending up creating either new accounts or the import fails saying the account already exits instead. There was a time when i can export the excel with the Account ID and the field i need to update as columns and then make the changes to the column and re-import it and it would work but not anymore. Please help me out.
Thanks in advance for your help.
Hi Davy Jones,
Thanks for using the Dynamics Communities for your question. Please review the following articles that should assist you in importing records into Dynamics.
Are you trying to import the updated data by an Excel spreadsheet? If so, make sure to use a new spreadsheet each time you wish to do an import as the first three columns are unique identifiers to the record.
Thanks Brandon, The mistake i did was i sorted the data and took the hidden fields to a new sheet along with the data i wanted to update. It didn't work but now i altered the existing sheet, updated it and it worked, thank you very much for pointing me to the right URL.
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