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Suggested answer

Need to create new connection records

Posted on by

Hi All Experts,

I am facing some challenges to create new connection records in CRM in bulk.

1. Duplicate lookup reference

Actually there are account records which are having same name, but associated with different brands.

I need to create a connection between Account and User , These CRM users will work as sales rep for these accounts.

Is there any way i can bulk upload connection having duplicate accounts.

  • Suggested answer
    Charan Raju C R Profile Picture
    Charan Raju C R 3,155 Moderator on at
    RE: Need to create new connection records

    Hi EmployeeOcta,

    Since there are duplicate accounts (with same name) exist in the system, you cannot import having account name in you file. But you can import by placing GUID (Primary Key) of the records instead of name.

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