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Data Import in Dynamics CRM

Hi, I have certain issues regarding data import. Please see below

1. I am migrating 900 leads from other system to CRM. The records are present in an excel. My CRM has already 500 leads out of the 900 in excel. These 500 should be updated and the rest 400 should be created. I know how to import fresh records. How do I update those 400 leads in CRM ?

2. The leads are associated with more than 1 Marketing Lists. The marketing lists as well as leads both are present in CRM. How do I associate the leads with their marketing lists ? There are 900 lead records

Please help

Hi Bachchan,

If you want to use the Import wizard, then the quick answer is that you can't update existing records with a regular Excel file import. You need to Export your existing CRM leads and then update them and re-import in order to implement an update, since at that point the GUID of the record is included in the file that contains the data from the CRM lead export (as a hidden column). The other 400 you can just import separately.

Another option is to use SSIS with Kingswaysoft and look for a match in CRM based on the data that is already there. You can do an update based on column value or Primary Id.

You will need to do a separate import of the marketing list association which contains List Id, Member Id and that way you can do the association.

Hope this helps.

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