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Microsoft Dynamics CRM (Archived)

Export To Excel, Can't Modify Data

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Posted on by 530

Hello.

When we imported legacy data from an old system to CRM the Zip Code field contained mixed entires - either zip code, zip+4, or zip+4 without the extra four digits.

The Zip Code was imported in as Single Line Text (20 characters max).

We need to change all the zip codes so the read as only five characters.  I created a new field called NewZip (also Single Line Text - 20 characters max)

I exported the Client records to Excel (XML format) selecting the option that includes the columns to allow me to reimport.  I planned to make the modifications by runnning a =left command.

When I load the file in Excel and enter =left(n2,5) in a cell in the new NewZip column, it doesn't perform the function, it just leaves the txt as is.

How can I manipulate the txt in one column into the new column?

Thanks

Ed Fishman

 

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  • Verified answer
    Donna Edwards Profile Picture
    2,996 on at
    Re: Export To Excel, Can't Modify Data

    Out of curiosity, try this.  Open a new excel worksheet and copy the existing zip code text field to a column in that worksheet and put the function in a column to the right.  If the function works in this sheet then copy and paste the results into the new column of the file you will use to import. (select the option to paste values).

  • Edward Fishman Profile Picture
    530 on at
    Re: Export To Excel, Can't Modify Data

    This is exactly what I ended up doing.  A bit of a pain, but it worked.

    Thanks

    Ed

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