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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Problems updating data...
Microsoft Dynamics CRM (Archived)

Problems updating data for existing contacts using an import

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Posted on by Pete Hamilton 180

I am trying to import some new data into existing contacts in CRM 2011 On Prem.  I am encountering some difficulties as CRM is creating duplicate records rather than updating the existing records.  I have checked the duplicate settings and rules and they are set up.  I have also used the contact template to ensure the mapping is correct.

Any suggestions as I am trying to create a more automatic process to update the information rather than enter it manually.

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I have the same question (0)
  • Abe Saldana Profile Picture
    Abe Saldana 390 on at

    The system will not do an upsert and you will provably need to use a 3rd party tools to import with create or update capabilities, something like scribe or informatica.

    The cheap way will be to create an application that can do the create or update...

  • Community Member Profile Picture
    Community Member on at

    I am looking for exactly the same solution updating some fields in existing leads in my online CRM. One way of doing this is exporting current leads into csv updating it with another columns with missing fields and importing again. I am not sure what will happen to notes and other activities which is already there.

  • Community Member Profile Picture
    Community Member on at

    This might help you. I will try to give it a go.

    mscrmbulkupdatetool.codeplex.com

  • Suggested answer
    NicolasBrandl Profile Picture
    NicolasBrandl 170 on at

    Did you try to export the records selecting "Static worksheet with records from this page" and checking the "Make this data available for re-importing by including required column headings" check?

    You could do an advanced find to look up for the records you need to update and the export using the above options.

    Best regards

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