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Update field in Contacts from XLS

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Posted on by DawnK

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I need to update one field in the Contact entity. The data is in an XLS with contact's name, email and account name. The data is a subset (6000 records) of our total Contacts (500,000).

In the past I had to export the Contacts from D365, merge that xls with my subset xls then run a Flow to update the Contact using the "Do Not Modify" GUID field as the identifier.

Is there an easier way of doing this without using the GUID field? I would rather use the email and not have to export, merge, etc.

Thanks!

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DawnK 90 on at

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RE: Update field in Contacts from XLS

This creates a new record if one does not exist for the records in the xls. Is there a way to not create a new record? Thanks!
DawnK 90 on at

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RE: Update field in Contacts from XLS

THANK YOU SO MUCH! This works great and so much easier than using the GUID!!!
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Bipin D365 28,964 Super User 2024 Season 1 on at

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RE: Update field in Contacts from XLS

Hi,

If f you are on CRM Online then you have another tool which is Data Integration project to load/update contact field from xls file. You can use query to update record based on some unique field instead of using guid.

please have a look at below article.

carldesouza.com/.../

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