I challenge you CRM experts to help me with a problem.
If you guys can find a cure for this, I promise to reward you guys with 1 or 2 gadgets because I don't think this is possible but if it is...this would save me looooaaaads of time
I want to import an excel file with company information and information explaining how one of my colleagues contacted them, through which channels, what the result of his contact with them was and more...
the goal of course is to create new Accounts and add all the needed info
one of these columns in the file contains the Account Names
every time my colleague contacted a company, he created a new row, copied the row, pasted the new row below the old and then changed the information in the cell belonging to the column "conversation"
so now we have multiple rows for each company
meaning that if i were to upload the file and NOT allow duplicates, that CRM will grab one row per company
information in the cells belonging to the column "conversation" would not be imported
the excel file contains:
6.500 rows
20 columns
2.100 companies so that is an average of 3 rows per company
i have tried the following:
import all, allowing duplicates, then merge records
problem: you can only keep 1 input per field so if i were to have one company imported with the following information in the cell belonging to the column "conversation": "possible deal, need lower price, will look at possibilities, get back in 1 week"
...and then merge with an Account with the same Account Name with different information in the "conversation" field, then you can only keep one of the 2
the only option i see now is use the following excel formula --- (example):
=A1&" - "&A2&" - "&A3&""
that would gather all info and put it in one other cell
but looking at the 2.000+ companies and 6.000+ rows, that would mean...adding 2.000+ extra rows containing the formula
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I hope you guys can solve this puzzle and as i said, gifts will be sent
