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Assume one of your partners has run a campaign among existing customers. This resulted in a Excel-sheet containing customerID, emailadres and birthdates of about 3.000 customers. How can you match these customerID from the Excel-sheet with the customerID in our MS CRM and next update the field "birthdate" in our MS CRM?
I know it is easy to import data and create new records. But importing data and updating existing customer data like a birthdate is a challanging task.
Who knows what to do? In what wasy can I update my database? How can I create a workprocess that does the trick next time I am importing again new customer data?
You can use the export for re-import option. This will give you a spreadsheet that you can update using Excel's VLOOKUP function and then re-import to update the existing records.
Re-importing - http://blogs.msdn.com/b/crm/archive/2011/06/01/leverage-microsoft-excel-to-edit-records.aspx
VLOOKUP - http://spreadsheets.about.com/od/excelfunctions/ss/vlookup.htm
Hope this helps,
The VLookup is the best way, I agree to Scott.
You can just export all current record to Excel and enable to re-import it as XML
Don't forget to include the fields that you need.
After you get the XML, it has the customerID as well, it will be used by CRM to do the re-import as a key.
If you have any issue during export import and cannot do vlookup, see this link:
Hi scott, thanks! It works. Grt elio
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