Update Records using import

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Posted on by Drew Inc.

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Hello,

We have a requirement, which is very very minute one. Client sent updated information for accounts(which already exists in system) in the excel sheet. Is it possible to update data from excel sheet, without using the export for re-import? Just want to avoid the manual work.

Thanks

Drew

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RE: Update Records using import

Yes , even i faced the same issue . I updated a record in PriceListItem and imported it back to CRM 2011 , Looks like its taking that import as "Import Create"phase but not "Update Import " . How to update records and import in MS CRM 2011?
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RE: Update Records using import

I tried merging and importing but it shows 0 in the Success, Partial Failures and Errors section.
Anneke DB 215 on at

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RE: Update Records using import

Hi all
How can I re-import with updating the existing records? I don't have a "enrich data" checkbox...

I'm working in CRM online.

Thank you,

KR,

Anneke
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Community Member on at

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RE: Update Records using import

Hi,

There is no out of the box way for your requirement (you have to export, make changes and then re-import to update records). However, you can create a small console application that can read the excel file, match the record based on some unique identifier and update the records in CRM.
Drew Inc. 1,680 on at

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RE: Update Records using import

I found workaround, but i might not go with this. Here is the link

www.powerobjects.com/.../updating-records-in-microsoft-dynamics-crm
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Mahendar Pal 45,095 on at

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RE: Update Records using import

No, you can't if you want to update data through import you have to export and merge your changes and re-import it.