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I have a problem again.
We use CRM to send emails. For that we need mail lists and because of that we use marketing lists.
Sometimes we face the fact that an account which is on our mail list what we want to import to the CRM is allready in the CRM. And in that case, the import fails and it is very difficult to add manually all those accounts to the mail list if the number of failed import rows is high.
Any suggestions what is the best way to generate marketing lists using import if some import rows are in CRM allready?
Hi Tsei Tsei,
My suggestion before you import to CRM, can you fix the data in excel first.
Better, you check the duplicate first.
If you are using CRM 2013, you can actually using power query to fetch the data first,
see these links:
So, make sure the data quality before you import, because using Excel feature, you can get the data from CRM, you can then select which data you want to upload, you can compare to CRM data and also your future data. So that, you don't need to have headache to get the duplicate record that cause the failed.
This is what I am thinking now in this case at this time:)
Hi and thanks again.
I need to do some research with your links.
I haven't thought that I could first "export" or compare the data before import.
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