Update records from spreadsheet not working

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Exported accounts and now trying to reimport with changes to field and importing on the guild/primary key to ensure the right account is updated. Getting failed as the account already exists tried multiple things and the only thing I can do is import new records I can’t update existing. It’s like the update feature is turned off. I can’t use a view to update my excel csv is specific after many other data pulls and lookups. I need to update the records without it telling me the record already exists. I am also not getting the yellow bar on import that says it will update if the record exists.

Anyone that can help please help I have used crm in the past at other companies and it worked as noted in crm book but something where I am helping isn’t working. Thank you.

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Community Member on at

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RE: Update records from spreadsheet not working

Found CSV and xls/xlsx only work for importing new records. This morning the only way I found to get it to work was to export as a dynamic worksheet and saving. I tried to copy and paste into another worksheet and import and it rejected the file format. As long as it is from the dynamic worksheet export it worked and you are correct found out this morning I need all 3 hidden columns can't just use the guid/primary key. Thanks.
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G Kawinski 380 on at

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RE: Update records from spreadsheet not working

I don't think this works with CSV file formats. Try using an Excel file instead, with the xls/xlsx extension. And as always, don't edit the first 3 hidden columns.