Check Existing Leads or Create new in Bulk ?

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Posted on by Shubh_K

Hello Experts,

I want to check the existing lead records based on fullname and mobilenumber, if any record found with fullname and mobilenumber then fetch the lead-id in the list or create a new lead and save its lead-id in the list, I am reading leads from an external data source and checking in the CRM within the console application. Here I have a very large population of lead to be processed so looking for the best approach to manage this requirement.

Version - (CRM-2016-OnPrim)

Thanks

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nitinagg16 200 on at

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RE: Check Existing Leads or Create new in Bulk ?

Hi,

You can use SSIS or SCRIBE for given task.

Thanks

Nitin
David Jennaway 14,063 on at

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RE: Check Existing Leads or Create new in Bulk ?

This is the sort of operation that can be done quite easily in SSIS, using a lookup to the lead entity - as you have CRM OnPremise, you can use a SQL query for the lookup. SSIS is designed to perform well with very large data sets