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Is it possible to import Account data from our core system on a daily basis to create our account records in CRM? For the purpose of elliminating duplicate steps of data entry.
Yes. CRM accepts CSV files just fine. through Data Management, you can also have CRM export you an Excel template to use for data imports that greatly streamlines the task.
That's for manual loading. you can also automate the process with Scribe or SSIS
Yeah..You can do it either using data import, using Create and Create multiple records and also SSIS or Scribe.
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