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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Importing additional d...
Microsoft Dynamics CRM (Archived)

Importing additional data to account records

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Posted on by Jonathan Gough 985

I have about 14,000 account records in my CRM at present.

I now have an excel spreadsheet with extra data that relates to each of these accounts that I want to import and add it on to these records.

I want to add this data to each of the records but do not want have the scenario where I import this data from a CSV and have to manually merge the new data and old records together as this will take a huge amount of time!

Does anyone have any solution to this?

Thanks in advance.

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  • Verified answer
    CRMInnovation.com Profile Picture
    CRMInnovation.com on at

    Jonathan,

    Use the export to Excel feature with re-import. Take just the Account Name and the other data fields that you have the "extra data' for into the export. Add the data from your extra data to the sheet you exported and then re-import.

    Test this first with just one row to confirm that you have the correctly copied the extra data to the correct columns you are updating.

    Jerry, Microsoft Dynamics CRM MVP
    CRM Innovation
    Need a solution for CRM to help you manage Events or Email Marketing?
    Follow me on Twitter

  • Jonathan Gough Profile Picture
    Jonathan Gough 985 on at

    But when I re-import i'm going to have double of all the accounts arent I? Meaning I would then have to run a duplicate detection and manually choose which ones to keep.

  • CRMInnovation.com Profile Picture
    CRMInnovation.com on at

    Jonathan,

    The re-import feature will do an insert-update to the existing records. No new records will be created.

    Jerry, Microsoft Dynamics CRM MVP
    CRM Innovation
    Need a solution for CRM to help you manage Events or Email Marketing?
    Follow me on Twitter

  • Jonathan Gough Profile Picture
    Jonathan Gough 985 on at

    I'm afraid this hasn't worked as the file that i've saved for re-import is read only therefore I can't add in any of the fields of the additional data that i want to add to the records

  • Jonathan Gough Profile Picture
    Jonathan Gough 985 on at

    I have now unprotected the worksheet but my concern is if I start adding in column headings with data how will the CRM map themto the correct field in the record form? Or will it do it at all?

  • CRMInnovation.com Profile Picture
    CRMInnovation.com on at

    Jonathan,

    You need to export to Excel with the fields that you want to fill in already as columns. It won't work if you try an add the columns manually. Then match up the source to the destination rows and paste them in.

    Jerry

  • Jonathan Gough Profile Picture
    Jonathan Gough 985 on at

    Ok I understand you now, thanks!

    Jonny

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