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Customer experience | Sales, Customer Insights,...
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Update on import excel

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Posted on by 80

Hi

I have almost like 2k agent contacts and now I want to upload 5k contacts . I have no idea if I have already uploaded some contact or not . Is there any way , That I can import excel and if system find the data then its update it and if data is not there then add it .

Thanks

Hemisha  

  • Elly Walker Profile Picture
    Elly Walker 117 on at
    RE: Update on import excel

    Have you tried 3rd parties to configure the integration? Skyvia, as an example, is pretty simple to use and has a freemium model. Take a look here.

  • Elly Walker Profile Picture
    Elly Walker 117 on at
    RE: Update on import excel

    You can use the Skyvia cloud platform to import CSV in Dynamics. It is a freemium app with no code.

  • empath-e CRM Profile Picture
    empath-e CRM 1,136 on at
    RE: Update on import excel

    Not easily, this post will provide the work-around options available to you.

       

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